Artificial intelligence

Advisor Upside

April Introduces AI-Powered Tax Planning, Prep for Advisors

Photo by Alexander Mils via Unsplash

The tools help wealth shops deliver tax services without building a practice from scratch.

2 min read

Photo via Altruist

Advisor Upside

Altruist CEO Jason Wenk Talks AI After ‘Unusual’ Wall Street Selloff

The firm’s new artificial intelligence-powered tax agent writes unique code for each individual client.

5 min read
Photo via Bianca Otero/ZUMAPRESS/Newscom

Markets

Hypothetical AI Doomsday Scenario Lights Up Wall Street’s HALO Trade

A post from Citrini Research has drawn widespread attention for its imagining of a 2028 in which AI leads to unceasing white collar layoffs.

2 min read
Photo via Jump

Advisor Upside

Wealthtech Jump Raises $80M as AI Wealthtech Funding Surges

Venture capital and Wall Street stalwarts have poured heavily into advisor-focused AI platforms in recent months.

1 min read

Advisor Upside

After Selloff, Wall Street Execs Double Down on AI

Photo by Getty Images via Unsplash

Industry stalwarts are rolling with the punches and continuing to embrace the future tech.

2 min read

Advisor Upside

Want Better Relationships with Clients? Advisors Are Asking AI for Help

Photo by Zulfugar Karimov via Unsplash

AI tools can take care of a lot of the prep and post-work for meetings, allowing for better, more thoughtful dialogues between advisors and clients.

1 min read

Advisor Upside

Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd

Photo via Envestnet

After a take-private deal in 2024, the company recently announced a $1 billion spending spree to supercharge growth.

5 min read

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