google-ai-finance·

LPL, Orion add Anthropic's new AI for advisors - InvestmentNews

Major financial services firms LPL and Orion are integrating Anthropic's new AI technology, likely Claude, into their platforms. This development signifies a growing trend of large broker-dealers and wealth management technology providers adopting advanced AI to enhance advisor capabilities and workflows. Financial advisors should be aware of these integrations as they could soon impact the tools and services available to them.

Read full article at google-ai-finance

Want the full daily Briefing?

30 stories like this every day, with Action Required call-outs and direct lines to ask Aria — finsay's AI compliance assistant.

Try free for 14 days