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1. Finny and the Great AdvisorTech Acceleration
Our columnist sees the future of wealthtech in a small band of young entrepreneurs solving the “lead generation” problem.
2. Boosted.ai, Building Agentic AI for Wealth Managers, Raises $15M
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While the new technology will not be an advisor's clone, it could be thought of as a co-worker.
3. Introducing Powder: The Generative AI Co-Analyst Revolutionizing Wealth Management
Powder's generative AI co-analyst is transforming the way advisors gather information and create personalized client proposals.
4. AI Startup for Advisors Jump Announces $4.6M in Funding
The AI assistant records meeting notes and turns them into automated actions from generating client communications to plan changes.
5. The AI Use-Case for Advisors
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Artificial intelligence can help streamline routine tasks and free up time for more client-focused activities, enhancing efficiency without sacrificing quality.
6. Cetera CEO on AI: 'We’re Getting WedMD’d,' So Get Ready
Mike Durbin says innovations in generative artificial intelligence are progressing at the same rate among consumers and institutions, while Sanctuary Wealth CEO Adam Malamed is worried about granting it decision-making powers.
7. Your New AI Assistant (No, It Won't Steal Your Job)
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How financial advisors can thrive with the coming of AI tools.
8. AI Is an Advisor’s Co-Pilot, Not Its Competitor
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Understanding generative artificial intelligence to maximize opportunities in estate planning and beyond.
9. RIAs Need to Take a Methodical Approach to Embracing AI
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Regulators aren’t wrong in warning about the unintended consequences of artificial intelligence in financial services if leveraged improperly.
