Jittery investors are punishing the stocks of financial advisory firms that may — or may not — face disruption from artificial intelligence.

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 ...

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, ...

Financial services firms tanked after the launch of a new AI-powered tax planning tool that promises to do the work "within minutes." ...

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 ...

As many financial advisors have noticed, 2025 was a transformative year in wealth management, especially for artificial intelligence in technology stacks. While 2025 was largely about experimentation ...

Financial advisors face a delicate balance when it comes to artificial intelligence. Many want to use it to improve productivity and clients often want to work with advisors who are up to speed on the ...

Bruce K. Lee, who is the CEO and founder of Keebeck Wealth Management, has made artificial intelligence (AI) a priority for his firm. He has invested in systems to help parse economic signals more ...

Artificial intelligence is starting to play a much bigger role in financial planning and wealth management. Many people wonder whether that means financial advisors will eventually become unnecessary.

Across the wealth management industry, firms are using artificial intelligence to consume and analyze demographic and psychographic data and come up with lists of new prospects at extraordinary speed.

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 ...

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 ...