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

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

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

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 ...

Financial services firms tanked after the launch of a new AI-powered tax planning tool that promises to do the work "within ...

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% ...

Altruist CEO Jason Wenk has said that the firm is ‘here for advisers' after the launch of its latest artificial intelligence ...

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 ...

Wall Street is rapidly selling stocks of companies vulnerable to AI disruption, wiping billions from financial firms such as ...

Shares of banks and other financial institutions fell amid fears that a new artificial-intelligence tool from fintech company Altruist would disrupt the wealth-management business. Shares of financial ...

By Ateev Bhandari Feb 10 (Reuters) - Shares of U.S. brokerages fell on Tuesday after wealth management startup Altruist introduced AI-enabled tax planning features, as the still-nascent technology ...