Wealthtech

Advisor Upside

Orion to Launch New Annuities Tools for Advisors

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The wealthtech firm is integrating three comparison tools through annuities provider DPL Financial Partners.

2 min read

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Advisor Upside

Vanguard, SEI Back $25M Funding Round in Wealth AI Startup Avantos

The funding news comes just over a week after Altruist launched a new tax planning tool, sending wealth management stocks tumbling.

2 min read
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Advisor Upside

After Selloff, Wall Street Execs Double Down on AI

Industry stalwarts are rolling with the punches and continuing to embrace the future tech.

2 min read
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Advisor Upside

Why Altruist’s New AI Tax Tool Spooked Investors in Schwab, LPL, Raymond James

Tax planning tools have been around for years, but they’ve mostly been manual.

2 min read

Advisor Upside

Want Better Relationships with Clients? Advisors Are Asking AI for Help

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AI tools can take care of a lot of the prep and post-work for meetings, allowing for better, more thoughtful dialogues between advisors and clients.

1 min read

Advisor Upside

These Are the Best AI Prospecting Tools for Advisors

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AI lead generators can search through public databases for potential clients. Which ones live up to the hype?

2 min read

Advisor Upside

How AI Is Reshaping Advisor Marketing

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AI can now draft marketing materials in advisors’ tone of voice and writing style. Whether advisors want that is an open question.

2 min read

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