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Agostinelli, J. (2026, October 5). Morningstar investor perspectives for advisors: 4 trends shaping client relationships. Morningstar, Inc. https://www.morningstar.com/business/insights/research/investor-perspectives-for-advisors Morningstar's Investor Perspectives: Financial Advisors survey is based on 501 online responses from US advisors collected between July 21 and August 16, 2026. The share of advisors reporting AI use rose from 67% in 2025 to 80% in 2026, led by intern

OneVest Technologies Inc. (2026, September 23). OneVest launches Canada's first agentic account opening solution for wealth management. Newswire.ca. https://www.newswire.ca/news-releases/onevest-launches-canada-s-first-agentic-account-opening-solution-for-wealth-management-806791597.html OneVest launched an AI agent it describes as Canada's first agentic account opening solution for wealth management, orchestrating the onboarding lifecycle from initial client intake through a

Snappy Kraken. (2026, September 24). [NEWS] Snappy Kraken launches Snappy AI, a marketing operations coworker for financial advisors. Snappy Kraken. https://snappykraken.com/blog/news-snappy-kraken-launches-snappy-ai-a-marketing-operations-coworker-for-financial-advisors Snappy Kraken launched Snappy AI, an AI-powered marketing operations assistant that helps financial advisors and their marketing teams analyze campaign results, identify follow-up gaps, and determine next ste

Betterment. (2026, September 24). Betterment brings AI-powered client onboarding to advisors. PR Newswire. https://www.prnewswire.com/news-releases/betterment-brings-ai-powered-client-onboarding-to-advisors-302888703.html Betterment launched an AI-powered document reader within its Advisor Solutions platform to streamline client onboarding for registered investment advisors. Advisors upload brokerage statements and the AI parses them to populate transfer request information i

Milemarker. (2026, September 22). Milemarker launches Firm MCP, giving wealth management firms their own AI foundation across every system they use. EIN Presswire. https://www.einpresswire.com/article/942410070/milemarker-launches-firm-mcp-giving-wealth-management-firms-their-own-ai-foundation-across-every-system-they-use Milemarker, a Snowflake-native data platform for wealth management, launched Milemarker Firm MCP, a Model Context Protocol server that gives an advisory fir

Jump introduces AI-assisted, real-time account opening with Schwab Advisor Services and Fidelity. (2026, September 14). Business Wire. https://www.businesswire.com/news/home/20260914989068/en/Jump-Introduces-AI-Assisted-Real-Time-Account-Opening-with-Schwab-Advisor-Services-and-Fidelity Jump, an artificial intelligence platform for financial advisors and professionals, launched AI-assisted, real-time account opening that allows advisors to move from initial conversation to a

Modern Life. (2026, September 15). Modern Life launches Modern Life Workspace, the AI operating system for financial protection. PR Newswire. https://www.prnewswire.com/news-releases/modern-life-launches-modern-life-workspace-the-ai-operating-system-for-financial-protection-302878421.html Modern Life launched Modern Life Workspace, an AI operating system built for financial professionals managing life insurance, annuities, long-term care, and disability businesses. The platfo

Dynasty Financial Partners builds its next-generation AI OS for wealth on Claude. (2026, September 14). Business Wire. https://www.businesswire.com/news/home/20260914468636/en/Dynasty-Financial-Partners-Builds-its-Next-Generation-AI-OS-for-Wealth-on-Claude Dynasty Financial Partners, a wealthtech platform for independent registered investment advisors, unveiled its next-generation Dynasty AI, an AI operating system for wealth management powered by Anthropic's Claude models. T

Conquest. (2026, September 14). Conquest brings verifiable AI financial advice engine directly to independent advisors and RIAs. https://conquestplanning.com/media/conquest-brings-verifiable-ai-financial-advice-engine-directly-to-independent-advisors-and-rias Conquest announced a self-serve offering that lets independent advisors and RIAs with 10 or fewer advisors access its Strategic Advice Manager (SAM) platform directly through digital onboarding. The company had previousl

FutureVault. (2026, September 14). FutureVault launches AI agents, bringing governed end-to-end workflow execution to the document layer. PR Newswire. https://www.prnewswire.com/news-releases/futurevault-launches-ai-agents-bringing-governed-end-to-end-workflow-execution-to-the-document-layer-302877663.html FutureVault, a provider of AI-powered digital vaults and document infrastructure for banking, financial services, and insurance, has launched FutureVault AI Agents, which e

ET Online. (2026, September 10). Indian Bank launches AI-TARA voice banking, Smart Wealth and IND Cash Optima at Global Fintech Fest 2026. The Economic Times. https://economictimes.indiatimes.com/industry/banking/finance/banking/indian-bank-launches-ai-tara-voice-banking-smart-wealth-and-ind-cash-optima-at-global-fintech-fest-2026/articleshow/134013578.cms Indian Bank launched a set of digital banking solutions at Global Fintech Fest 2026, including a voice-based conversation

Business Wire. (2026, September 10). SS&C enhances wealth management offerings with Black Diamond AI. https://www.businesswire.com/news/home/20260910600223/en/ SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) unveiled Black Diamond AI, a collection of artificial intelligence enhancements for its Black Diamond Wealth Solutions platform. The offering integrates with SS&C's AI Gateway governance framework and SS&C WorkHQ, an enterprise AI orchestration system. The suite combines

Hamachi.ai secures U.S. patent for privacy-first agentic AI communications in wealth management. (2026, September 10). Business Wire. https://www.businesswire.com/news/home/20260910780806/en/ Hamachi.ai, a regulatory-first, AI-powered Wealth Intelligence Platform for investment advisors and asset managers, announced it has been awarded U.S. Patent No. 12,641,064. The patent covers agentic artificial intelligence systems and methods for secure, compliant, multi-agent LLM-assis

FINTRX. (2026, September 10). FINTRX launches new AI agent named "Fin" that monitors and integrates private wealth data and intelligence into email, Slack, Microsoft Teams, and calendars. PR Newswire. https://www.prnewswire.com/news-releases/fintrx-launches-new-ai-agent-named-fin-that-monitors-and-integrates-private-wealth-data-and-intelligence-into-email-slack-microsoft-teams-and-calendars-302875328.html FINTRX, a mapping engine of wealth management advisors and their firms

WealthStream adds OpenAI's GPT-Live-1 to Practice, launching at Future Proof. (2026, September 11). Business Wire. https://www.businesswire.com/news/home/20260911918036/en/WealthStream-Adds-OpenAIs-GPT-Live-1-to-Practice-Launching-at-Future-Proof WealthStream announced the addition of OpenAI's GPT-Live-1 to Practice, its offering built to help financial advisors prepare for client conversations. Practice launches at WealthStream's Booth during the Future Proof Festival, held

WealthAi launches WealthAi for Advisors as advice firms enter next phase of AI adoption. (2026, September 4). Finextra. https://www.finextra.com/pressarticle/110812/wealthai-launches-wealthai-for-advisors-as-advice-firms-enter-next-phase-of-ai-adoption WealthAi has launched WealthAi for Advisors, extending its AI operating system for wealth management to independent financial advisers and smaller advice firms. The platform consolidates meeting notetaking, client management, d

FE fundinfo. (2026, September 2). FE fundinfo extends Nexus for Financial Advisers into face-to-face client meetings with new mobile app. https://www.fefundinfo.com/insights/fe-fundinfo-extends-nexus-for-financial-advisers-into-face-to-face-client-meetings-with-new-mobile-app FE fundinfo launched a mobile app for Nexus for Financial Advisers, extending its AI-powered meeting support to face-to-face client meetings for the first time and making it available to all Nexus Assist

Janowski, D. (2026, August 31). Altruist soft-launches AI financial planning agent. WealthManagement.com. https://www.wealthmanagement.com/advisor-support-platforms/altruist-launches-ai-financial-planning-agent Custodian and technology provider Altruist has soft-launched a financial planning agent within its Hazel AI platform that generates comprehensive financial plans within minutes. The agent covers retirement planning, investment optimization, cash flow analysis, estate p