The fintech firm's Iris agent arrives as other financial planning tech providers move quickly to incorporate AI into their workflows.

RightCapital's new AI agent Iris helps advisors create financial plans by analyzing client data and identifying ...

Iris offers AI-driven planning insights across the RightCapital platform, developed to save time and enhance planning ...

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 ...

Generative AI can help you research investments and better understand complex financial topics. But it probably can’t replace ...

OpenAI Group PBC has acquired Hiro Finance Inc., a low-profile startup with an artificial intelligence tool for creating financial plans. Hiro announced the deal on Monday without disclosing its ...

Artificial Intelligence has become an increasingly popular tool to manage finances and research investments. According to ...

AI tools are everywhere, offering to help consumers with everyday needs from household shopping to cooking that night's dinner. Personal finance platforms are no different: Thirty-seven percent of ...

AI can explain retirement planning basics in seconds, but financial pros say there are key factors it may miss when the ...

All-in-one technology platform provider Advisor360° announced it has partnered with Conquest Planning to integrate financial planning directly into its platform. Advisor360° announced the rollout of ...

2025 proved to be a watershed year for artificial intelligence in the wealth management industry. On the upside, AI-powered prospecting and note-taking were among the first areas where many advisors ...

Like it or not, artificial intelligence is here to stay, and financial planners are going to have to start thinking about how they can use it to support their practices. The Financial Planning ...