Financial Planning – March 2025

The 2025 T3/Inside Information Software Survey — released earlier this month at the Technology Tools for Today (T3) Conference in Dallas — for the first time included categories for alternative platforms, generative language AI, search AI and graphics AI. The survey of 2,128 respondents found that more than 4 out of 10 (41%) advisors are using one or more search or generative AI tools.
In a series of interviews at T3, experts in the wealth technology sector took stock of how far this technology has come in such a relatively short time, and what might be next.

Read the article: What’s next for AI in wealthtech?

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