There's a bifurcated marketplace of tech offerings that focus on one specific area for advisors or act as all-in-one platforms. The options seem limitless with startups like Powder, which launched an AI-backed chatbot to complement its document-analyzation platform; to tech platform Trustworthy, which has convinced thousands of households to upload documents for digital storage safekeeping and advisor analysis. Whichever tech path you choose, innovators from firms like Morningstar and CongiCor say AI testing should happen "yesterday." Read more about their AI webinar here, along with more at Financial Planning. Drop me a line at [email protected]. | 