Artificial intelligence has become a go-to resource for a wide variety of situations. Holiday shoppers used AI at record rates to help with purchase decisions and research deals this year. But what ...

The reality about the financial advice industry today is that personalized, comprehensive advice is expensive. Per the most recent 2024 Kitces Research on Productivity, a client can expect to pay at ...

Generative artificial intelligence tools, like ChatGPT or Gemini, can be a valuable tool for clients and advisors, especially when it comes to summarizing information or modeling financial scenarios, ...

For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering advisors to deliver family office services and optimize business growth, today ...

More than 300,000 people are currently employed in the U.S. as personal financial advisors. By 2035, Fahad Hassan believes that number will be closer to zero. “I don’t think wealth advisors will have ...

Of all the tangled financial skeins advisors have to unravel, some of the most complicated can involve their own pay. Processing Content Now LPL Financial is hoping to use artificial intelligence to ...

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from ...

Sick of carrying your financial burdens alone? Sifting through bank statements, navigating investment decisions and tackling your budget every month can be a pain. But in the age of robotic dogs and ...

AI assistant Jump has signed a deal with Focus Financial Partners as the startup makes a major splash into the RIA ecosystem, following its existing partnership with broker-dealers LPL, Cetera, and ...

Microsoft recently released a report on the jobs most likely to be replaced by artificial intelligence, and personal financial advisors landed at No. 30 on the list of 40, with a high AI applicability ...