New technology enables advisors to spend less time on note taking, and more time helping Clients achieve lifetime financial security TORONTO, June 26, 2025 /CNW/ - Sun Life Canada has developed and ...

SALT LAKE CITY--(BUSINESS WIRE)--Vanilla, the leader in estate planning software, today announced the launch of V/AI Copilot, an AI-driven assistant that transforms how financial advisors approach ...

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

New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors. Processing Content The round was led by Leo Capital, with additional investing from ...

NEEDHAM, Mass., April 02, 2025--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for wealth management firms, has launched Parrot AI™, a standalone generative AI-powered ...

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 ...

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

The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to enhance the efficiency and effectiveness ...

As artificial intelligence-powered solutions make inroads into an array of industries, Wall Street is making advances of its own. Financial major Morgan Stanley (NYSE:MS) is introducing an ...

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its fully autonomous “Do Anything” assistant. The new features mark a major ...