Altruist Introduces AI-Powered Financial Planning Agent

News September 02, 2026 at 01:30 PM
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What You Need To Know

  • Altruist has introduced a financial planning agent into its AI platform, Hazel.
  • The announcement follows a tax planning deployment that shook wealth management stocks in February.
  • Several advisors who use Hazel say it has become an integral part of their work.
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