The easiest AI tech for advisors to use

Wealthtech Weekly

August 8, 2024

By Rachel Witkowski Tech reporter

If new tech like AI is easy to use, then it's easier for advisors to adopt.

That's the theory big firms like Morgan Stanley, JPMorgan and Merrill are applying with new tech that takes meeting notes and drafts summaries, or automates schedules with clients. This week Fidelity announced an "easy button" for small firms to buy lower-cost subscriptions to their all-in-one platforms.

Details of that deal can be found here, and much more at Financial Planning.

And check out game-changing tech at our first conference dedicated to AI in wealth management, ADVISE AI, Oct. 9-10.

Reach me at rachel.witkowski@arizent.com.

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