By connecting agents to re-engineer processes, we can take enormous amounts of fat and time out of workflows. AI can help us ...

Zeplyn, an artificial intelligence technology provider to wealth management firms, announced new agentic AI capabilities this week. Called Agent Nexus, the new technology represents not just a set of ...

The honest answer is yes and no. It can be difficult for advisors to step back from our day-to-day responsibilities long enough to recognize that the landscape beneath us has shifted. The reality is ...

Zocks, the AI notetaking and meeting prep provider, has taken a key step forward in its agentic AI ambitions. On Tuesday, the San Francisco-based wealth tech startup unveiled an agentic AI feature ...

A 2026 survey of 628 global financial institutions found that more than half (52%) of respondents are already piloting ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Savvy Wealth, an AI-native registered investment advisor managing nearly $6 billion in ...

Salesforce, the leading CRM software provider with a significant presence in the advisory space, is working up a defense against the threat of external AI-powered tech providers with the rollout of a ...

Amy Young, formerly of Microsoft, speaks on Tuesday, Oct. 28, at the ADVISE AI conference at the Wynn Las Vegas. Now, agentic AI can take on multiple layers of complexity, not just to perform a single ...

The entrance of artificial intelligence-driven tools into the wealth management sector has been coming fast and furious in the past year. If any further evidence is needed, just look to Future Proof ...

SAN DIEGO, July 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced LPL Latitude, the company’s unified technology experience that connects the firm’s capabilities across data, ...

From cybersecurity to supply chain management, agentic AI can help businesses automate complex, multistep tasks in real time. The term agentic AI, or AI agents, refers to AI systems capable of ...