The Week in Advisory AI

Published on December 4, 2025

Several advisor technology providers announced new artificial intelligence or AI-related integrations this week, including Zocks and eMoney Advisor, Practifi, Paychex and Milemarker.

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Vanguard's Crypto ETF Flip Is Part of a Bigger Shift

December 4, 2025
The firm has been on a new-product tear under CEO Salim Ramji.      Related StoriesVanguard Will Now Allow Crypto ETFs on Its PlatformVanguard to Add TIAA Annuity Option in Employer PlansThe Future of Wealth Management Goes Far Beyond Retirement Planning: Bill Crager

RIA Edge Private Markets: Crosscurrents in Private Credit, Real Estate

December 4, 2025
Advisors and asset managers discussed the cases for continuing to invest in two sectors that have raised some alarms.