wealthtech

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

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

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

AI Competency May Be the Next Fiduciary Requirement

The technology isn’t just reshaping workflows, it’s redefining the industry itself.

4 min read

Advisor Upside

Advisors Love Automated Assistants. But What’s the Future of AI?

Photo illustration by Connor Lin / The Daily Upside, Photos by iLexx and Feedough via iStock

Expert opinions on artificial intelligence vary, but one thing is certain: Change is inevitable.

6 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

Wealthtech Booms as Ethic Lands $64M in Funding

The round was led by State Street Global Advisors and will go toward building out Ethic’s accounts and model portfolios.

1 min read

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