Morningstar launches AI assistant for Direct Advisory Suite to help advisors streamline research and client proposals.

Morningstar has introduced an AI assistant embedded in its flagship advisor platform, the Direct Advisory Suite. The firm says that the launch reflects a “transformation toward an AI-first advisor ...

NEEDHAM, Mass.--(BUSINESS WIRE)--Advisor360°, a leading provider of integrated technology for wealth management firms, has launched Parrot AI™, a standalone generative AI-powered meeting assistant ...

As artificial intelligence-powered solutions make inroads into an array of industries, Wall Street is making advances of its own. Financial major Morgan Stanley (NYSE:MS) is introducing an ...

In the wealth management industry, financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice. The ...

Trust & Will introduces AI-powered document extraction and assistant tools within EstateOS for Advisors. CORONA, CA, UNITED STATES, February 19, 2026 /EINPresswire ...

ALISO VIEJO, Calif.--(BUSINESS WIRE)--Retirement Plan Advisory Group (RPAG) today announced the launch of Auto Assistant, an AI-powered answer engine. Through its on-screen avatar, Otto, Auto ...