InvestmentNews

Is $50 the new $120? Price compression comes to AI notetakers

For some advisors, the cost of an advisor-specific notetaker really was worth the big gap in price. In the most recent 2025 Kitces Research on Advisor Technology, the top two advisor-specific ...
CNBC

Turning to AI for money advice has risks, top-ranked advisor says: 'It's ignoring the personal and emotional part of it'

Generative artificial intelligence tools, like ChatGPT or Gemini, can be a valuable tool for clients and advisors, especially when it comes to summarizing information or modeling financial scenarios, ...
InvestmentNews

Origin's new low-fee AI ‘robo-planner’ (that still won’t threaten human advisors)

The reality about the financial advice industry today is that personalized, comprehensive advice is expensive. Per the most recent 2024 Kitces Research on Productivity, a client can expect to pay at ...
Business Wire

Origin Unveils First AI Financial Advisor Regulated by the SEC – Outsmarts Every Leading AI Model on the CFP Exam

SAN FRANCISCO--(BUSINESS WIRE)--Today, Origin, the all-in-one personal finance app, introduced its AI financial advisor – the first system designed to provide certified financial planner–level ...
Morningstar

FutureVault Launches Embedded AI Advisor Insights Engine, Turning Client Documents into Real-Time Intelligence and Automated Advisor Actions

TORONTO, March 10, 2026 /PRNewswire/ -- FutureVault, a leading provider of enterprise Digital Vaults and Intelligent Document Processing (IDP) platform for financial services, today announced the ...