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In his decades-long career in tech journalism, Dennis has written about nearly every type of hardware and software. He was a founding editor of Ziff Davis’ Computer Select in the 1990s, senior ...

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 ...

In the wealth management industry, financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice. The ...

In today’s digital age, cybersecurity is paramount. As cyber threats continue to evolve, individuals and organizations alike are finding themselves in dire need of robust security solutions that can ...

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

Altruist Hazel is an AI assistant designed for financial advisors, offering meeting prep, research, and tax planning tools. Hazel integrates with popular platforms like Microsoft Outlook, Google, and ...

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

The increasing importance that the advisor-assistant relationship plays in the loyalty of today's affluent client prompted the Oechsli Institute to conduct a study on advisors and assistants. Among ...

The new AI capability is designed to transform Direct Advisory Suite into an interactive, connected workspace that helps streamline key tasks from research and meeting prep to client-ready proposals ...