AI is officially a sine qua non for the wealth management tech stack—but where should we put it?
Welcome to an extra-busy Advisor Tech Talk, thanks in part to a couple of wealth management technology conferences last week.
We’ve actually been looking at a little bit of new data coming out of one of those conferences, T3, which wrapped up in New Orleans after releasing the results of its 2026 T3/Inside Information Software Survey, which we find useful because it actually asks wealth management practitioners and firm owners—more than 2,000 of them—about the kind of software they’re using.
What it found this year, headline results, is a massive adoption of AI-notetaking tools, a relatively new category for the survey. For one thing, T3 now identifies 14 different notetakers, up from just one last year, and for another, it seems that the aggregate market share using these tools has grown by more than 40% since last year’s survey.
Some 52% of the advisors in the survey are now using some form of AI search or generative AI tool, according to T3. While Altruist’s Hazel AI was too new to be included in this year’s survey, it received enough write-in votes to be among the most used platforms for tax planning and AI notetaking.
Recall elsewhere numbers that have shown upwards of 90% of wealth and asset management firms adopting AI for multiple use cases, and that the industry is beginning to embrace agentic AI across different domains and interactions, at various places across the technology stack.
Which is where a piece from Michael Kitces and the nerds at Nerd’s Eye View comes in. Kitces and author Ben-Henry Moreland first point out that AI has been embraced by many firms as a solution to ongoing integration issues—one of the benefits of AI is that it can quickly help disparate systems “talk” to each other so that data can move between them.
However, wealth managers now have AI systems purporting to help do this coming as standalone software, as part of “all-in-one” technology systems, and as part of best-in-class components.
Kitces and Moreland point out that in the rush to build and implement AI across the advisor technology stack, it’s not clear exactly where AI should reside within that technology stack, and as a result, advisors are starting to end up with multiple layers of artificial intelligence when they really only need one.
For the time being, it looks like advisors are going to get their AI from just about everywhere, according to the Nerd’s Eye View authors.
Is there such a thing as too much AI? Here’s where we’d point out that all of this artificial intelligence consumes an awful lot of computing power and electricity. This is a sign of a developing but immature technology—maybe even a bubble. Eventually, much of the redundancies will have to be stripped away.
Let’s get to your headlines…
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Advisor360
Luedtke and Associates LLC today announced the launch of its newly formed independent registered investment advisory (RIA), marking a significant milestone in the firm’s long-term growth strategy and commitment to delivering an exceptional client experience. As part of this transition, the firm has selected Advisor360°™ as its core technology platform supporting operations, advisors, and clients.
Founded on decades of advisory experience and a client-first philosophy, Luedtke and Associates’ (L&A) move to independence reflects a desire for greater flexibility, control, and scalability—without compromising quality service or operational excellence.
As the firm began its transition to independence, it initially selected an alternative technology provider. However, during implementation, the team identified operational inefficiencies in the provider’s functionality and re-evaluated its long-term technology needs. Through that process, the firm discovered that Advisor360° was accessible to organizations of its size and purpose-built to support growing, independent RIAs with an integrated, scalable platform.
AdvisorEngine
AdvisorEngine Portfolio Solutions launched its turnkey asset management program (TAMP) today at The Technology Tools for Today conference, announcing it will be unified with the existing complete wealth management technology platform from AdvisorEngine®.
AdvisorEngine Portfolio Solutions (AEPS) elevates the experience above the constraints of traditional TAMP options for independent advisory firms; advisors can gain efficiency on even complex portfolios, all the while maintaining their individualism.
Instead of being forced into standardized templates or having to choose between home-office models and fully outsourced options, advisors can manage their practice across a variety of investment approaches and have flexibility in how they oversee different client segments. This includes determining which clients are utilizing the TAMP services and which are not, all easily managed within the AdvisorEngine wealth management platform.
Aidentified
Aidentified, Inc., the leading Wealth Networking Intelligence™ platform, today announced the release of its updated and interactive “Organic Growth Playbook for Financial Advisors,” a free resource designed to help financial advisors and wealth managers modernize their prospecting strategy using data, network intelligence, and automation. The release comes on the heels of a new data agreement with a global financial firm, underscoring growing institutional demand for modern relationship intelligence solutions.
As traditional cold outreach becomes increasingly inefficient, advisors are seeking smarter, more relevant ways to connect with prospective clients. Today’s most successful firms are moving beyond static lists and generic messaging, leveraging relationship intelligence to uncover warm opportunities and act on meaningful life and career moments.
The urgency for modern prospecting strategies is also being driven by the historic generational wealth transfer underway. According to a 2025 Capgemini survey, 81% of next-generation millionaires plan to replace their parents’ wealth management firms, creating both a major challenge and opportunity for advisors seeking to build relationships with the next generation of clients.
DPL Financial Partners
DPL Financial Partners, the leading annuity and insurance platform for RIAs, today announced the launch of Annuity Review, an interactive decision-making tool for acquisitive advisory firms to align books of legacy annuities with a fee-based advice model. This technology-driven solution simplifies and streamlines the annuity analysis and exchange process, enabling enterprise firms to unlock long-term value from commissioned books of business for clients, their advisors, and their business.
Annuity Review evolved from DPL’s popular Annuity Comparison Calculator, a tool for advisors to easily compare individual contracts to its marketplace of commission-free products. The company scaled the technology after working with a handful of large firms to evaluate entire books of annuities at one time. Since its late 2025 soft launch with key Member firms, just under $1 billion in annuities has been uploaded to the platform.
Annuity Review rapidly analyzes a portfolio of annuities to identify contracts that can be improved through exchange to a fee-based product aligned to clients’ goals. Contracts that are not suitable for exchange can be transferred to DPL as agent of record and monitored for transition over time. Advisors can review, share, and approve client recommendations through a centralized dashboard. Annuity Review also allows them to easily initiate online applications, enabling seamless collaboration with service teams and clients to complete the process efficiently.
eMoney Advisor
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of eMoney CoPlanner, a new feature that enables financial advisors to generate high-quality financial plans in seconds while maintaining full control over every recommendation.
Building a comprehensive financial plan often requires hours of manual analysis and iteration. CoPlanner evaluates relevant client data and generates specific and personalized planning actions to achieve an advisor-defined probability of success in seconds. Unlike single-variable solvers which answer a specific question related to one financial topic, CoPlanner assesses the client’s full financial picture, including income, assets, tax considerations, retirement timing, and spending, to surface multiple structured strategies for review.
Advisors determine which planning strategies CoPlanner may evaluate — such as retirement age adjustments, savings changes, or tax-related actions — and set guardrails around those variables. Once a plan is created using CoPlanner, advisors can review, modify, or dismiss recommendations before they are applied. After saving, the plan functions like any manually created plan within eMoney; it can be refined and adjusted over time, validated through the platform’s detailed reporting capabilities, and delivered using powerful, collaborative presentations features.
Envestnet
Envestnet, the Adaptive WealthTech company, today announces the rollout of its new proprietary Dash solution, available within Envestnet | MoneyGuide, designed to guide prospects and under advised clients to engage with advisors, and begin planning discussions with minimal data-gathering upfront. The rollout, and other recent enhancements to MoneyGuide, are part of Envestnet’s first quarterly technology update of 2026.
Dash complements MoneyGuide’s broader ecosystem of planning tools by offering a personalized, retirement-focused entry point that balances speed and data quality – bridging the gap between quick calculators and comprehensive financial plans. Advisors can learn how to use Dash for prospecting and early-stage planning during a live webinar on Thursday, March 12, from 2-3 p.m. ET. Register here: https://register.gotowebinar.com/#register/8756371419095833437.
Dash was designed to address two of the biggest barriers to financial planning today: limited advisor time and consumer hesitation to get started. By reducing upfront data entry while preserving meaningful personalization, Dash helps advisors engage prospects earlier and scale planning across a broader segment of their client base.
Exhibit A
Exhibit A, a platform designed to improve client engagement and decision-making via visually compelling charts and accompanying context, is announcing new updates today. Launched by executives from Ritholtz Wealth Management (“Ritholtz”), a registered investment advisor (RIA) managing over $7.6 billion in assets for high-net-worth clients and institutions, the firm’s affiliate Exhibit A extends Ritholtz’s expertise to other RIAs and financial advisors, aimed at fostering deeper client relationships.
The platform transforms historical and real-time market data into uniquely engaging charts and graphs that illustrate planning and investing principles, investment performance and risk exposure at a glance. Clear visualizations highlight key takeaways such as investment growth, asset allocation and economic impacts, making it easier for advisors to connect with clients and drive them toward smarter financial decisions.
The platform is now used by 229 advisory firms representing $308 billion in combined assets under management. In less than a year, advisors have downloaded nearly 18,000 charts and generated more than 14,000 custom presentations, showing consistent use in client communication.
F2 Strategy
F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced that Ryan Beach has been reappointed chief executive officer following a six-month period during which he explored another executive leadership opportunity.
Beach’s return, which comes amid accelerating demand for transformation across the wealth and asset management ecosystem, follows a comprehensive review conducted by F2’s board and executive team to assess the firm’s long-term strategic direction and leadership needs. This process reaffirmed Beach’s vision, leadership approach and deep industry alignment as uniquely suited to F2’s culture, operating model and growth trajectory.
During Beach’s time away, F2 sustained strong momentum and operational continuity under its leadership team, recording more than 80 percent year-over-year growth in 2025 while advancing strategic initiatives including the acquisition of HBMJ Consulting and the continued integration of Aliter Investment Services. The firm also expanded its capabilities across wealth and asset servicing transformation as demand accelerated across the ecosystem.
Faybl
Faybl, the AI General Agent for financial advisers and wealth managers, today announced its expansion into the United States, having delivered efficiency gains amongst its Australian client base of up to 70 percent.
The company is inviting US RIAs to join an early adopter program to test, refine and scale Faybl’s platform for the US market. These firms will gain early access to Version 2 (V2) of Faybl’s agentic platform ahead of General Availability in Q2 2026. V2 is already being tested by a select number of Faybl’s Australian client base, which has grown by 50 percent in just three months.
Faybl has also announced the appointment of Anthony Lipp, former Global Head of Strategy, Banking & Financial Markets at IBM, as an adviser to support the company’s US growth and go‑to‑market strategy.
Feathery
Feathery, the AI data intake and workflow automation platform for wealth management, today announced the launch of the first account opening solution to fully support one-click Schwab account opening via API, enabling advisory firms to create Schwab accounts directly from Feathery workflows without manual re-entry or system switching.
Account opening remains one of the most time-consuming processes for wealth management firms. Advisors and operations teams frequently enter the same client information across multiple systems, generate custodial PDFs only to discover Not-In-Good-Order (NIGO) errors days later, delaying account funding and onboarding.
Using Schwab’s Digital Account Onboarding APIs, Feathery enables firms to validate client data, generate onboarding envelopes and submit account opening requests to Schwab within a single workflow. This integration allows advisors and operations teams to complete Schwab account opening directly from their onboarding workflows.
FutureVault
FutureVault, a leading provider of enterprise Digital Vaults and Intelligent Document Processing (IDP) platform for financial services, today announced the launch of its AI Advisor Insights Engine, a major innovation transforming client documents into real-time intelligence and automated advisor workflows by leveraging embedded Artificial Intelligence and Private LLMs.
The Advisor Insights Engine unlocks actionable insights directly from the documents already stored within client vaults. Such capability has been long constrained by manual review, fragmented systems, and limited resources.
Rather than treating documents as static files, FutureVault’s platform extracts, structures, and connects document data across the entire client vault, generating client-specific insights and triggering automated next-best actions for advisors and operations teams.
Gridline
Gridline, the end-to-end purpose-built platform for private market investing in the wealth management, today announced the launch of AltComply, its AI-powered diligence suite designed to help Registered Investment Advisors (RIAs) scale private markets diligence without sacrificing judgment, defensibility, or speed.
Unlike general-purpose AI tools or point solutions focused on a single step in the workflow, AltComply is designed to create a persistent diligence record that connects risk analysis, memo generation, and review tracking in one system. AltComply turns private fund documents, including pitch decks, Limited Partnership Agreements (LPAs,) and Private Placement Memorandums (PPMs,) into a structured record linked to original source materials. It generates IC memos in minutes, surfaces red flags, and tracks review status in a centralized system, resulting in faster evaluation and a defensible, repeatable process, enabling teams to evaluate significantly more fund opportunities and surface stronger investments. Based on beta user feedback, AltComply eliminates more than 10 hours of manual diligence work per investment, allowing teams to reallocate time toward higher-value analysis and a broader opportunity set, while maintaining a persistent diligence record across teams and over time.
As private markets become mainstream within wealth management, advisory firms are managing rising fund opportunity flow alongside higher expectations for documentation and oversight. According to Advisor 360’s 2026 Connected Wealth Report, only 23% of advisors say they are confident their current AI tools meet compliance standards. As firms scale private markets exposure, they need efficient diligence systems that withstand audit.
Hamachi.ai
Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, today announced a new integration with Fynancial, a digital client experience platform for wealth management firms. The integration embeds Hamachi’s compliant AI orchestration layer directly within Fynancial’s household environment, enabling advisors to translate household insights into compliant communications, next-best actions and workflow optimization inside the client experience.
Through the integration, Hamachi securely accesses Fynancial’s household content, including relationships, goals, life events and decision history, to generate compliant communications and recommended actions. Advisor-approved outputs created in Hamachi can then flow back into the Fynancial client portal, enabling compliant two-way collaboration between advisors and clients within a shared household view.
Together, the platforms create a closed-loop system in which household intelligence informs action, action drives communication and communication seamlessly returns to the client experience without duplicating data or disrupting systems of record.
Investortools
Investortools, a leading provider of fixed-income software solutions, today announced it has expanded the Investortools Dealer Network (IDN) to include PNC Capital Markets LLC, enhancing electronic connectivity and liquidity access for institutional investors.
Through this integration with the IDN, mutual clients can engage directly with PNC’s trading desk while staying within the same system they use to manage their portfolio, order, and execute workflows.
The addition of PNC Capital Markets to the IDN continues Investortools’ mission to support low-touch, straight-through processing in fixed-income trading. By embedding trusted dealer connectivity directly into buy-side workflows, the network helps firms respond faster to market opportunities, improve execution efficiency, and operate with greater confidence in increasingly dynamic market conditions.
JIFFYAI
JIFFYAI, a leading provider of AI-powered wealth management technology, announced the launch of its AI Advisor Companion today at the T3 Technology Conference. The solution helps advisors increase productivity, simplify client interactions, and deliver personalized advice using always-on, data-backed insights.
The Companion works quietly in the background to prepare advisors for meetings and the day’s schedule, capture key moments, and drive timely follow-ups. With AI-powered note-taking, automated scheduling, client reviews, onboarding support, and compliance-ready documentation, it helps improve efficiency by 40% or more. The solution integrates seamlessly with CRMs, custodians, and planning systems, reducing manual effort and creating a unified experience.
This expands JIFFYAI’s solution suite, which connects every stage of the advisor and client journey—from first interaction through onboarding, servicing, and ongoing engagement. By unifying client data and automating routine workflows, the solution suite enables wealth firms to deliver consistent, personalized experiences, and allows advisors to focus on clients.
Jump
Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a major addition to its product lineup. The firm is formally launching its AI Operating System for Advisors consisting of a series of practical AI solutions built on top of a unified data, integration and agentic AI orchestration foundation designed to power the modern advisory firm across the entire client lifecycle.
The new structure organizes Jump’s capabilities into three integrated products—Meet, Grow and Operate—built on a unified operating system that is included with all products. Together, the products transform every client conversation, document and email into structured intelligence, compliance-ready documentation and automated workflows—helping firms strengthen relationships, uncover revenue opportunities and scale operations without adding headcount.
Jump’s products are designed to meet firms where they are, whether they are focused on improving advisor productivity, accelerating growth, elevating client experience or modernizing operations as part of AI transformation initiatives.
Kwanti
Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, today announced multiple new features to its award-winning portfolio analytics platform that bring significant capabilities to how advisors model cash flow and monitor portfolios.
Kwanti’s new Cash Flow Scenarios feature enables advisors to run historical simulations showing how a portfolio would have responded to systematic cash flows over time. Instead of relying on projected returns, advisors can show clients exactly how different withdrawal and contribution strategies would have played out using actual market data, making for more confident conversations around retirement income, dollar cost averaging, and portfolio sustainability.
Kwanti also recently released Watchlist, a dedicated workspace that gives advisors a single place to monitor securities, track opportunities, and stay on top of market movement without jumping between tools. Advisors can organize securities into multiple lists, customize their view, and set automated price alerts to keep their focus on what matters most.
Panoramix
Panoramix™, a portfolio management and reporting platform for independent registered investment advisors (RIAs) and independent financial advisors, announced Panoramix FacetAI, a new artificial intelligence initiative designed to assist advisors directly within the Panoramix platform.
Building upon Panoramix core functionality including billing, performance reporting, a secure client portal, and a suite of advisor tools, FacetAI introduces a new intelligence layer designed to help advisors navigate the platform, highlight key information, and complete tasks more efficiently.
FacetAI assists advisors within the Panoramix platform by helping complete tasks, answering questions, and highlighting insights from portfolio and operational data. These capabilities will be supported by platform infrastructure including our agent framework, and secure partner interfaces (MCP) and a zero‑retention architecture designed to ensure advisor and client data is not stored by AI systems.
PureFacts Financial Solutions
PureFacts Financial Solutions, a recognized leader in AI-driven revenue management and data analytics, and Innover Digital, a global player in digital transformation and intelligent automation, today announced a strategic partnership aimed at accelerating innovation in the financial services ecosystem worldwide.
The collaboration brings together PureFacts’ deep expertise in revenue management, fees and billing, compensation and insight generation for the investment industry with Innover’s advanced capabilities in AI, analytics, and digital engineering. Together, the two companies will help financial institutions modernize the revenue lifecycle so they can reduce operational friction, strengthen compliance, improve transparency, and unlock new opportunities for growth. By combining trusted financial data with AI-powered intelligence, PureFacts and Innover will enable firms to make faster, more informed decisions and build a more scalable, resilient foundation for the future.
Innover Digital, known for helping enterprises reimagine value through AI and automation, will collaborate with PureFacts to develop scalable, insight-driven solutions that integrate seamlessly into existing technology ecosystems. The collaboration will center on building predictive and generative AI capabilities that reshape how firms engage clients and manage wealth, alongside data modernization and cloud-native platforms that enhance agility, operational efficiency, and regulatory compliance. In addition, the joint initiatives will bring together integrated analytics and intelligent automation to deliver real-time business intelligence at scale, enabling organizations to make faster, more informed decisions and unlock sustained value across their digital operations.
RFG Advisory
RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today introduced ClickONE Command Center, a new operating system designed to eliminate the fragmented systems and operational friction that have long slowed independent financial Advisors across the industry. Built on a unified data layer with AI-driven intelligence, the platform connects every layer of the advisory business into a single command center where Advisors can surface insights instantly and run their firms more efficiently.
The announcement was made at the firm’s 2026 Growth Retreat in Clearwater, Florida, where more than 150 Advisors and industry leaders gathered to explore the future of independence.
The ClickONE Command Center represents a shift away from the fragmented technology environment that has long impacted the advisory industry. Rather than juggling logins, systems and manual workflows, Advisors can now access the intelligence of their entire business in one place and simply ask for the insights they need.
TaxStatus
TaxStatus, the leading provider of IRS-sourced financial data for financial advisors and CPAs, today announced an exclusive partnership with Advice.ai to bring the industry’s deepest library of tax planning strategies to the TaxStatus Verified Financials platform. The integration will enable advisors to automatically surface personalized tax, financial and estate planning opportunities and observations that generate real, measurable client value.
The partnership addresses a fundamental gap in the rapidly evolving AI-for-advice landscape: artificial intelligence is only as good as the data on which it is based. Requiring clients to manually upload tax returns is a friction-filled process that captures only client reported information. CPAs report that roughly 30% of clients fail to provide all tax information – which means that if a tax return is used solely to render advice it may result in faulty recommendations. TaxStatus delivers the single-most comprehensive and official dataset of client financials by going directly to the source: the IRS. With client consent, TaxStatus retrieves historical and future Verified Financials for each client’s entire financial household, including individuals, businesses, private investments, trusts, and estates, as well as what third parties such as employers, custodians, and financial institutions reported to the IRS on the individuals’ behalf.
Advice.ai’s proprietary artificial intelligence engine will apply its hard-coded library of tax, financial and estate planning strategies against this robust, official dataset. The result is a scalable planning capability that evaluates strategies for every client, with more robust data, no hallucinations, and with bespoke results for each client.
TradeStation Securities
TradeStation Securities, Inc. (“TradeStation”), an award-winning*, self-clearing online brokerage firm for trading stocks, options, futures, and futures options, announced a new integration with Global Financial AI, LLC’s Financial AI Platform.† The integration combines advanced analytics with automated multi-asset execution, enabling active traders and institutional clients to move seamlessly from strategy ideation to live trading. For TradeStation, it represents another step in delivering additional tools for serious traders.
With this integration, traders can design, test, benchmark, and optimize complex active investment strategies using simple, natural-language prompts within Financial AI, then execute the trades through TradeStation’s brokerage service. The integration gives traders a streamlined path from strategy design to live execution across equities and options.
Financial AI transforms prompts into actionable insights, generating performance metrics, evaluating weaknesses, benchmarking results, and recommending optimizations.‡ The platform supports technical, macro-driven, long and short equity portfolios, options strategies, event-driven approaches, and multi-strategy allocations — all integrated with TradeStation for automated execution.
VRGL
VRGL, the advisory technology platform perhaps best known for its automated statement extraction and investment proposal generation, has announced the expansion of its toolset to include features that support organic growth for wealth management firms.
The expanded platform now has three layers: VRGL Core serves as the acquisition engine with automated statement extraction and portfolio analytics; Advanced Capabilities is designed to enable workflow customization to match advisory firm operating models; and Optional Modules provides for ongoing client engagement and retention.
VRGL Core continues to enable advisors to scan raw client statements, extract data and use it to generate white-labeled proposals supported by tax optimization and model libraries, helping them articulate their value proposition to prospects. Core also serves as the starting point for most firms, providing a place to begin using the platform immediately, while Advanced Capabilities and Optional Modules allow firms to deepen and expand the platform at their own pace, according to Zasky.
Wealth.com
Wealth.com, the industry’s leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners (“Dynasty”) to embed Wealth.com’s artificial intelligence (AI)-powered estate and tax intelligence, known as Ester™, directly within the Dynasty Desktop.
In the agreement, Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide rollout of Ester™ AI as a Service. The integration will introduce a new Estate & Tax Agent within Dynasty’s AI Virtual Assistant, enabling advisors to move beyond static estate documents toward continuously monitored estate intelligence. Traditional estate plans are executed at a single point in time, yet client lives and financial circumstances evolve constantly. Marriages, divorces, business exits, new accounts and shifting financial priorities can quickly create gaps between a client’s estate plan and their current reality.
Through the Wealth.com integration, Dynasty’s AI platform will evaluate estate plans against client activity across financial accounts, documents, meeting notes, emails and CRM updates. When meaningful life events or structural changes occur, the system surfaces insights to advisors, helping them identify when an estate plan should be reviewed before issues emerge.
Wealthbox
Wealthbox, the highest-rated CRM software for financial advisors, today announces the launch of early access to new Wealthbox AI features, including Agents, Playbooks, and an AI Assistant. These capabilities move the platform beyond a system of record into a system of action that automates workflows, surfaces client insights, and executes on behalf of advisors.
The announcement was made at the Future Proof conference in Miami Beach, a gathering of wealthtech leaders and buyers focused on the next generation of AI-powered technology for financial advisors.
The announcement follows a roadmap of strategic AI development at Wealthbox, including the successful release of AI-powered Reports and the Wealthbox AI Notetaker. These initial capabilities laid the groundwork for today’s launch, demonstrating the company’s commitment to building AI tools purpose-built for advisory practices, not generic tools adapted from other industries.
WealthStream
WealthStream, an AI-native advice intelligence platform for wealth management, launched today at T3 to help advisory firms accelerate every advisor’s path to becoming an experienced practitioner. The result is a more consistent, high-quality workforce delivering better advice at every level.
Deep planning judgment takes years to develop, is constrained by human capacity, and often walks out the door when senior advisors retire. WealthStream functions as an always-available digital advisory team, giving every advisor access to senior-level financial planning capabilities, enabling firms to deliver higher-quality advice with greater consistency.
The launch comes amid converging workforce pressures. Cerulli Associates reports approximately 109,000 advisors plan to retire in the next decade, while roughly 72% of new advisors leave the profession within five years. McKinsey projects the U.S. could face a shortage of 100,000 advisors by 2034 at current productivity levels.
