Anthropic’s Claude now connects financial advisors to client data across Schwab, BlackRock and Vanguard, bringing AI deeper ...

Firms will need to evolve from using the technology to assist with tasks to using it to automate them,” said Lauren Wilkinson ...

Financial advisors are increasingly using AI and portfolio management tools to boost efficiency, but results from a new Vanguard survey also reveal that many still lack the time to focus on what ...

Claude for Financial Advisors, Anthropic’s new AI plugin for registered investment advisors, connects Claude to Schwab custodial data, BlackRock model portfolios, and 9 other platforms via a data-cust ...

Anthropic just added even more tools to Claude, this time designed specifically for financial advisors.

Anthropic has expanded Claude with tools for financial advisers covering meeting preparation portfolio reviews and compliance ...

The Westlake, Texas, broker/custodian is 'the gorilla' with 'first crack' at new AI system, and will have the category-killing, API-supreme-equivalent that RIAs will be compelled to adopt -- or else, ...

Anthropic (ANTHRO) on Monday announced the launch of Claude for financial advisors, a suite of connectors and workflow skills ...

Claude for Financial Advisors connects to custodians, CRMs and planning tools to help with research, prep and documentation ...

Anthropic on September 14, 2026 released Claude for Financial Advisors, a plugin that bundles connectors to custodians, asset ...

Anthropic has released Claude for Financial Advisors, a suite of connectors and workflow tools designed to assist registered investment advisers with research, meeting preparation, and documentation ...

Vanguard Investments Canada Inc. has launched its first actively managed fixed income ETF, designed for Canadian investors ...