Advisor Technology

The move comes as LPL Financial integrates the firm, which it acquired in 2025.

Clients are arriving at meetings better informed, often with perspectives shaped by digital tools, a survey finds.

Problems with communication and advice quality are top drivers of client turnover, Morningstar finds.

OpenAI is partnering with Plaid Inc. to give consumers using ChatGPT personalized financial advice based on data they share with the tech companies.

Workers value tailored guidance that aligns with their personal goals, reassures them and builds their confidence, UBS reports.

There's a lot going on in the benefits industry right now for advisors to be excited about, including new cost-containment strategies, new technology, new vendors, and new products. And one topic that can't be ignored: the role of AI in the benefits industry.