Wealth managers face rising complexity as disconnected AI systems create more work rather than streamline advisory processes ...
AI tools can take care of a lot of the prep and post-work for meetings, allowing for better, more thoughtful dialogues ...
A new McKinsey report on the future of wealth management identifies a disturbing trend: Younger investors are losing trust in ...
As AI agents move from theory to reality, some advisors are implementing these tools into their technology stacks, but not without human oversight.
Business Intelligence | From W.D. Strategies on MSN

The AI portfolio guard: How retirees use AI to audit advisor fees in 2026

Picture yourself sitting across from a financial advisor who's charging you fees that slowly drain your retirement savings. For decades, retirees had no choice but to trust the numbers presented to ...
Altruist, the tech-forward wealth platform for independent advisors, today announced that Michigan-based Lifeworks Advisors has selected Altruist as its custodial partner. Lifeworks Advisors, which ...
AI is transforming how financial advisors do business. Find out if the AI note-taking app Jump is right for your practice. Plus, learn how Financial Advisor Danika Waddell, founder of Xena Financial ...
If you’re searching for an e-commerce-focused platform with built-in payment processing, support for various languages and currencies, and a variety of applications and integrations, Shopify is a ...
Prudential Advisors intends the updates, including some related to artificial intelligence, to improve processes across the ...
New AI-driven capabilities apply data science across the full lead lifecycle – from enrichment and scoring to routing, feedback and advisor enablement The latest enhancement ensures AI is embedded end ...
The team at AI notetaker and meeting automation platform Jump has analyzed a veritable mountain of unstructured data from over 12,000 advisor-client meetings to develop its inaugural 2026 Financial ...