After acquiring Parrot AI earlier this year, Advisor360 is expanding its capabilities to read, summarize, and interpret client data from CRMs and documents.

As artificial intelligence-powered solutions make inroads into an array of industries, Wall Street is making advances of its own. Financial major Morgan Stanley (NYSE:MS) is introducing an ...

Advyzon is building financial planning and hires two industry veterans to help; RedBlack adds cash management; and F2 makes ...

Morgan Stanley is pushing further into its adoption of artificial intelligence with a new assistant that is expected to take over thousands of hours of labor for the bank's financial advisors. The ...

GReminders, a wealth tech platform focused on meeting management and workflow automation for advisors, has introduced a fully autonomous “Do Anything” assistant, aiming to advance the use of agentic ...

New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors. The round was led by Leo Capital, with additional investing from early-stage venture firm ...

CENTENNIAL, Colo., September 30, 2025--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial ...

To do that, you’ll need to craft a winning executive assistant job description. If you don’t, you could be missing out on ...

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its fully autonomous “Do Anything” assistant. The new features mark a major ...

Advisor360°, a leading provider of integrated technology for wealth management firms, has introduced a new wave of artificial intelligence (AI) features that bring smarter automation, real-time ...

SALT LAKE CITY--(BUSINESS WIRE)--Vanilla, the leader in estate planning software, today announced the launch of V/AI Copilot, an AI-driven assistant that transforms how financial advisors approach ...