In the March 2026 issue of Inside Information, Bob Veres recaps the 2026 T3 Conference, where sessions and the exhibit hall included new AI user interfaces, AI-powered document reading, summarizing and retrieval, notetaking capabilities, and the evolution of notetaking solutions in a variety of directions. Bob notes that while keeping up is impossible, incorporating has never been easier. In this flux period, advisory firms should ask for what they need, pay attention if they aren’t able to get it (because everybody else can program it easily—or get AI to do it), and surf the changes as they unfold. The great thing about this AI arms race is that at the end of the day, everybody wants to make advisors more productive and happier.
Read the article: Fintech in Flux
