The adoption of AI notetakers has exploded in the wealth management industry over the past year. The findings of the annual T3 / Inside Information Software Survey were released Tuesday evening by Joel Bruckenstein, president of T3 Technology Tools for Today, and Bob Veres, publisher of Inside Information, at the 2026 Technology Tools for Today (T3) Conference in New Orleans. This article discusses how quickly AI notetaker tools are being adopted across advisory practices.
Read the article: Jump, Zocks top category as AI note-taker adoption soars
