The latest technology news in the wealth management sector from around the world.

Carson Group
Carson Group, a US-based wealth advisory business with more than $57 billion in AuM, is expanding its AI platform “Steve” for advisors. It is launching a capability that gives advisors instant visibility into what is happening within a client household.

Client Intelligence allows advisors to ask conversational questions in natural language about a specific household and receive concise, summarized information drawn from across Carson’s data ecosystem. Advisors can use the service to prepare for meetings, review recent activity, confirm details and understand the wider context of a household, such as information to support tax-related client conversations. 

Last year, Carson advisors who used AI capabilities had an 18 per cent increase in capacity.