wealth management

  1. 2026 Advisor Tech Playbook: AI Copilots, Portals, Planning & Governance

    It’s 2026 and the practical tech playbook for independent financial advisors has shifted from “what’s possible” to “what to adopt and how to govern it.” A recent Globe and Mail roundup of seven practical categories — from AI copilots to meeting assistants, portals, planning engines, schedulers...
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    • advisory technology ai copilots governance compliance wealth management
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    • Forum: Windows News

  2. How Colonial First State’s AI Pilot Revolutionizes Wealth Management in Australia

    Colonial First State (CFS), one of Australia’s leading wealth management firms, has embarked on a high-stakes artificial intelligence (AI) pilot in partnership with Avanade, the Microsoft and Accenture joint venture, signaling a major turning point in Australia’s financial services technology...
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    • ai adoption ai pilot programs ai risks ai strategy artificial intelligence australia automation avanade cfs data governance digital transformation financial services financial technology innovation microsoft copilot regulatory compliance risk management shadow ai wealth management workforce upskilling
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    • Forum: Windows News

  3. FNZ Teams Up with Microsoft to Transform Wealth Management with AI and Cloud Innovation

    FNZ, a prominent wealth management platform, has announced a global, five-year strategic partnership with Microsoft to revolutionize the wealth management industry through advanced artificial intelligence (AI) solutions. This collaboration aims to enhance FNZ's global platform by integrating...
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    • ai integration ai platforms ai solutions artificial intelligence client cloud computing data analytics digital transformation efficiency financial services finnancial technology fintech github copilot industry collaboration microsoft azure microsoft fabric tech innovation wealth industry wealth management wealthtech
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    • Forum: Windows News

  4. LPL Financial Launches AI Solutions for Financial Advisors: A Game Changer

    In a bold move that aims to transform the financial advisory landscape, LPL Financial LLC, a powerhouse in the wealth management sector, has launched an innovative suite of tailored artificial intelligence (AI) tools known as the AI Advisor Solutions. This launch, unveiled on November 12, 2024...
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    • ai advisor solutions ai tools financial advisors lpl financial microsoft 365 wealth management
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    • Forum: Windows News