Key Takeawys Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors ...

Nearly half of advisors polled said they use the AI tools in their practice. But the experts behind the survey estimated that the number is already much higher.

Lars Peterson joined Investopedia in 2023 as a senior editor of financial product reviews with a focus on personal loans, credit cards, mortgages, and other financial products and services. Lars has ...