Wealthtech

Advisor Upside

The AI Chatbots Are Coming for Wealth Management

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Citi and Savvy Wealth recently launched new tools, but the advisors who can best adapt to the evolving tech will be the ones who thrive.

2 min read

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Advisor Upside

AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round

The estate and tax planning segment has become one of the fastest-growing tech categories in financial planning.

2 min read
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Advisor Upside

Most Retail Investors Are Using AI. Advisors Are Getting Worried

The question isn’t whether AI should be part of financial decision-making, but what role human advisors will choose to play alongside it.

2 min read
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Advisor Upside

Forget AI Assistants. Vanguard’s New Tech Helps Manage Client Portfolios

The tool is a part of the company’s Portfolio Analytics system, alongside features like stress testing, healthcare cost projections and Social Security optimizations.

2 min read

Advisor Upside

Here’s the Missing Piece in Your AI Strategy

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It’s tempting to blame the technology when AI strategies fail, but the harder truth is that the organization wasn’t ready.

3 min read

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Advisor Upside

Merrill Lynch Becomes Latest Wall Street Firm to Launch AI Client Meeting Tool

The wirehouse said the program helps save up to four hours per meeting, which could reshape how advisors allocate their time.

2 min read
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Advisor Upside

AssetMark Becomes Latest Firm to Expand Tax Planning Tools

The TAMP announced enhancements to its Adhesion platform.

2 min read
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Advisor Upside

How Vanguard Is Mapping Out the Future of AI

The company’s head of financial advisor services Lauren Wilkinson said wealth managers are already finding major efficiencies. What comes next?

2 min read

Advisor Upside

New Lending Platforms Help Advisors Close Competitive Gap With Banks

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Flourish CEO Max Lane said his company’s recently launched lending service has saved clients hundreds of dollars per month.

2 min read

Advisor Upside

Anthropic Bets Big on Wealth Management with New AI Tools

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2 min read

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