Wealth Technology

How one advisor uses AI for marginal gains, not moonshots

Chris Warner sees past the AI hype, to the small areas where this tech can make life easier, he argues its transformative promise lies in those small wins

How one advisor uses AI for marginal gains, not moonshots

Can an AI be a PM? One exec says it could get a spot on the team

Treating generative AI as a trainable teammate could be promising for portfolio managers, but it may never replace the role of final human decisions

Can an AI be a PM? One exec says it could get a spot on the team

Zero commission trading is rewiring investor expectations, says Aviso’s Petersen

Stacey Petersen talks to WP about why the shift is only the beginning of a broader evolution in investor experience

Zero commission trading is rewiring investor expectations, says Aviso’s Petersen

Wealthsimple expands capabilities again with new partnership

The financial services platform has seen significant expansion of its services in 2025

Wealthsimple expands capabilities again with new partnership

Conquest CEO offers a realist's view on gen AI

Mark Evans takes a comprehensive view of applications and challenges, from quick wins in communication to managing agentic misalignment

Conquest CEO offers a realist's view on gen AI

How a US firm uses AI to help advisors scale and personalize their service

CEO explains what a generative mathematical model can do to help clients outperform the market

How a US firm uses AI to help advisors scale and personalize their service