The latest in financial #AdvisorTech — October 2023
The October 2023 edition of the latest in financial #Advisortech kicks off with the news that Altruist is eliminating its monthly fee.
Source: investmentnews.com
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The latest in financial #AdvisorTech — August 2023
The August 2023 issue of the latest in #AdvisorTech kicks off with the news that Wealth.com has launched an AI-driven 'legal assistant.'
Craig Iskowitz Elon Musk Kitces Advisortech Marc Butler Kitces Research On Advisor Productivity Ezra Group
Source: investmentnews.com
Wealth Management Technology Firms Announce AI & Automation Summit for Financial Advisors
The AI and Automation Summit for Financial Advisors, a one-of-a-kind event featuring innovative technology firms, is set to take place on July 12th at 2 pm ET. Craig Iskowitz, CEO of Ezra Group, will lead the panel.
Source: cmswire.com
The latest in financial #AdvisorTech — June 2023
The June 2023 issue of the latest in financial #AdvisorTech includes Riskalyze's rebranding and InvestCloud's executive exodus.
Source: investmentnews.com
CRM firm Redtail Technology changes subscription model
Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.
Source: financial-planning.com
How two advisor tech companies battled it out in patent court
It took a jury only two hours of deliberation to decide the patent case between advisor tech firms CellTrust and ionLake.
Source: investmentnews.com
Orion launches ChatGPT Integration as Morgan Stanley investors hype advisor AI: Wealthtech Weekly
Plus, Vestwell partners with JPMorgan, and TIFIN Wealth provides free access to NAPFA-aligned advisors
Brian Mclaughlin Orion Advisor Solutions Orion Advisor Technology February Ascent Wealthtech Survey Redtail Speak
Source: financial-planning.com
Investment Product and Service Launches
Savvy Ladies expands free financial helpline; GreenHill launches performance reporting solution; AI chatbot Mo debuts on Morningstar platforms; and more.
Source: plansponsor.com
Orion Debuts 'Redtail Speak' ChatGPT Integration
Orion Advisor Solutions joins others in the industry embracing generative artificial intelligence.
Source: wealthmanagement.com
ChatGPT Use Will Become an Industry Trend: Brian McLaughlin
One challenge, however, will be concerns about whom clients are really talking to, the Orion exec tells ThinkAdvisor.
Source: thinkadvisor.com