Financial Advisors

Best AI Tools for Financial Advisors in 2026: What I Found After Three Weeks of Testing Last October, my buddy Rick — he runs a small RIA down in Morton, just outside Peoria — called me at 9:45 PM. He was still at the office, squinting at a 40-page 1040 under fluorescent lights that buzz like they’re angry. “I spent three hours on this thing,” he said, “and I still don’t know if the client should do a Roth conversion.” I told him to go home. Then I told him he was working like a sucker. ...