LOS ANGELES--(BUSINESS WIRE)--GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its “Ask Anything” assistant. This ...

Dallas-based independent broker-dealer Prospera Financial Services has launched a new program that provides advisors with various levels of assistance from para-planners, the firm announced Wednesday.

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Altruist Hazel is a powerful AI assistant that's easy to use. Actionable insights are relevant to your client and available through a simple, prompt-driven interface. Altruist Hazel is a powerful AI ...

GReminders, a wealth tech platform focused on meeting management and workflow automation for advisors, has introduced a fully autonomous “Do Anything” assistant, aiming to advance the use of agentic ...

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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 ...

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

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 ...

Altruist Hazel is a powerful AI assistant that helps with research, meetings, calendaring, client relationships, and tax planning. Similar to the bots ChatGPT or Google Gemini, but with a focus ...

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 ...