Market insights

Anthropic's new plugin changes how advisors should think about AIAnthropic's new Wealth Management plugin does meeting prep, plan drafting, and TLH screens out of the box. The question for advisors has shifted.Updated Aug. 19, 2026 • 6 min read

Devon Klumb, CFP®, BFA™Strategic Sales Manager, Betterment Advisor Solutions

How AI is disrupting software stocks in 2026AI coding tools are driving a wedge between broad tech and software-only funds. Here's what the divergence means for client portfolios. Software has a problem. It’s called AI.Updated May 20, 2026 • 4 min read