Wealthtech

Advisor Upside

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

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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

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Advisor Upside

Here’s the Missing Piece in Your AI Strategy

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

Advisor Upside

How Vanguard Is Mapping Out the Future of AI

Photo via Connor Lin / The Daily Upside

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

AI Will Eliminate Wealth Management Jobs. That May Be a Good Thing

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Early adopters of artificial intelligence have redeployed staff from operational work to higher-value tasks.

3 min read

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Advisor Upside

Anthropic Bets Big on Wealth Management with New AI Tools

2 min read
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Advisor Upside

April Introduces AI-Powered Tax Planning, Prep for Advisors

The tools help wealth shops deliver tax services without building a practice from scratch.

2 min read
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Advisor Upside

Vestwell Raises $385M in Funding, Doubling Total Investments

Blue Owl Capital and Sixth Street Growth led the Series E funding round.

1 min read

Advisor Upside

Wealthtech Jump Raises $80M as AI Wealthtech Funding Surges

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Venture capital and Wall Street stalwarts have poured heavily into advisor-focused AI platforms in recent months.

1 min read

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