Advisors using fintech Altruist’s AI-powered Hazel platform are bullish on the technology’s power to boost their business.

The new feature analyzes client documents to create personalized tax strategies and interactive scenario modeling for ...

New features promise faster analysis of client returns and documents, helping RIAs surface tax insights and produce planning ...

What is Altruist, the AI wealth management firm behind the recent UK share falls? Shares in UK wealth management firms fell ...

CNBC’s “Closing Bell Overtime” team discusses Altruist's announcement of a new AI tax tool and more with Mazi Bahadori, chief ...

Wealth management and tax planning companies fell on Tuesday after privately held financial software provider Altruist Corp. launched an AI tool that creates tax strategies for clients, generating ...

In its lauch statement, L.A.-based Altruist said Hazel provides advisors with tax analysis and insights, but not tax advice. Significantly, firms don’t have to custody assets with Altruist to use ...

After AI battered the software sector last week, a new tax-planning tool from Altruist sparked fresh fears of disruption in ...

Altruist unveils AI tax planning tool, triggering fears of automation disrupting financial advisors as major stocks fall up to 8% ...

Hazel, an AI-powered tool by fintech Altruist, is transforming the wealth management industry and causing a stir in the stock market.

Altruist, the tech-forward wealth platform for independent advisors, today announced the launch of a new tax planning offering within Hazel, its transformative AI platform. The new capability helps ...

Altruist positions itself as an alternative to traditional custodian platforms and aims to solve some of the most common ...