BlackRock Launches AI Tool for Financial Advisors. Its First Client Is a Big One.

The new Auto Commentary feature of BlackRock’s Aladdin platform will comb through various data inputs to give advisors ...
Advisor.ca

Tech roundup: Notetaking AI launches new features, to add Canadian data centre

Online wills company launches advisor platform, and new financial services AI tools and models Notetaking AI app Zocks ...
Morningstar

Zocks Launches Next-Gen AI Assistant to Accelerate Client Acquisition and Servicing for Financial Advisors

New AI-powered capabilities enable advisors to provide advice faster, gain more clients, and increase the success rate of associate advisors Zocks, the privacy-first AI assistant for financial ...

Holistiplan and Zocks Announce Strategic Partnership to Streamline Advisor Workflows Through AI-Powered Automation

Holistiplan's tax planning data and insights are now integrated into the Zocks AI platform. COLLEGE STATION, TEXAS / ACCESS Newswire / September 30, 2025 / Holistiplan, the leading tax planning softwa ...
Financial Planning

A brand-new client is onboarding — what should you tell them to bring?

At a fundamental level, financial planning requires a great deal of information about clients' income, assets, insurance and taxes. A financial advisor who wins the business of an incoming customer ...