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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