Wealthtech

Advisor Upside

Robinhood’s New AI Trader Is Raising Red Flags for Advisors

Photo via Richard B. Levine/Newscom

2 min read

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Advisor Upside

Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration

Before advisors start building out their tech stacks, they first need to ask themselves what they want to solve.

2 min read
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Advisor Upside

Addepar CEO Eric Poirier on AI, Alts and the ‘Eternal Optimist’

New technologies can help advisors serve more clients, and one day help address wealth inequality … hopefully.

5 min read
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Advisor Upside

Envestnet, Orion Partnerships Add New Advisor Tools to Competing TAMPs

Announcements by two of the leading turnkey asset management platforms this week are clear moves towards open-architecture systems.

1 min read

Advisor Upside

ChatGPT Can Now Give Advice By Linking to Clients’ Bank Accounts. Can They Trust It?

Photo via Ahmed Fesal Bayaa/ZUMAPRESS/Newscom

OpenAI unveiled a new suite of personal finance tools last week, but how helpful they will be is still up for debate.

2 min read

Advisor Upside

Most Retail Investors Are Using AI. Advisors Are Getting Worried

Photo by Solen Feyissa via Unsplash

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

Advisor Upside

AssetMark Becomes Latest Firm to Expand Tax Planning Tools

Photo via Connor Lin / The Daily Upside

The TAMP announced enhancements to its Adhesion platform.

2 min read

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