Answers to advisors' questions will be generated exclusively using Morgan Stanley's library of content and data.
Also at this year's conference, MoneyGuide founder Bob Curtis returns with a vision for a new fintech, while executives from Envestnet and Advisor Engine provide updates.
The firm provides marketing services to more than 500 independent advisors; its affiliated RIA, AE Wealth Management, will make the tool available to its advisors.
The latest comes from FMG Suite, which announced a new AI engine that will automatically generate personalized social media content.
The 25-year industry veteran and managing partner of Merchant Investment Management works extensively with RIAs.
The core group of Angie Ostendarp, Jordan Raniszeski and Mary Sherrill Ware is joined by Mitch Mayfield and Jeff Vandiver.
Plus, BetaNXT acquires Mediant Communications, Advisor360 hires a tech executive from Amazon Web Services, and InvestCloud innovates asset management distribution.
Over the next month, thousands of financial advisors will travel to Florida to learn about the latest technology and how it can improve their practice.
Investors can now buy and sell stocks and fractional shares with zero trading commissions, marking a shift from the company's previous emphasis on the value of passive investing.
FutureAdvisor joins a growing roster of robo-advisors that have closed up shop, including RobustWealth and Motif Investing.
