Michael Carter

Michael Carter

Michael writes about fintech strategy and operations for FintechSpecs, covering pricing models, banking-as-a-service, payment infrastructure, and the tools fintech founders use to scale. He focuses on the decisions behind the stack, not just the stack itself.

9 Best AI Tools for RIAs and Financial Advisors in 2026

9 Best AI Tools for RIAs and Financial Advisors in 2026

The best AI tools for financial advisors and RIAs are purpose-built for the advisory workflow, not repurposed from general productivity software. They capture client meeting notes with SEC-compliant archiving, sync summaries to CRM fields automatically, draft compliance-reviewed communications, and generate…