Tag: vanguard

Financial Advisors Can Use Claude

Claude for Financial Advisors Financial advisors can now connect Claude to the custodians, portfolio platforms, CRMs, and planning tools they depend on, along with new skills tailored to the...
- October 27th, 2026 at 4:46 pm

Financial Advisors Should Get to Know Hazel

Investing can be helped by artificial intelligence in many ways, and this can be good for investors. It can also good for the investment profession. A company that we...
- October 10th, 2026 at 10:35 am

Vanguard Expands Its AI Capabilities

Vanguard to Acquire Altruist, Expanding the Reach and Impact of Financial Advice August 26, 2026 Altruist to operate as a standalone business, extending the “Vanguard effect” to more advisors...
- August 26th, 2026 at 8:14 am