Osaic’s advisors began using the Jump and Zocks AI tools since early 2025. Osaic CEO Jamie Price says that two of the company ...

When you don’t have time to review and summarize a legal document, artificial intelligence can do the heavy lifting for you. Advisors may turn to AI to summarize legal documents into a scannable, more ...

Every few months, a new headline declares that artificial intelligence has finally arrived to replace us all. This spring’s version featured breathless coverage of AI systems passing professional ...

Vanguard Financial Advisor Services today launched a new AI-powered portfolio analysis tool designed to give advisors instant, personalized portfolio guidance using Vanguard’s investment methodology, ...

Financial advisors are increasingly adopting AI tools, including automated notetakers, meeting schedulers and portfolio analysis, but one critical step is largely missing: a governance framework for ...

Credit One Bank reports that while 51% of Americans anticipate AI will replace financial advisors, most still prefer human ...

A growing number of younger U.S. adults are turning away from traditional financial advisors in favor of friends, family, social media, and digital tools, according to recent surveys. While older and ...

If clients spend three to five minutes a day picturing themselves in retirement and writing down how they would feel in retirement, they become 25 percent more likely to boost their savings rate, said ...