Best AI for AdvisorsBest AI for Advisors Weekly
Short answer: a free, five-minute weekly email for financial advisors and wealth managers on the AI tools worth your time, written by William Foster, Founder of Best AI for Advisors.
Get Best AI for Advisors Weekly
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Opens our beehiiv page to confirm. Free, no spam, unsubscribe anytime. What you'll get
What you get each week
- New and updated tools: launches, pricing changes and new integrations from advisor AI vendors.
- One practical workflow: a specific way to use AI in meetings, planning, marketing or operations.
- Compliance notes: what FINRA and the SEC have said that affects how you use AI.
- The numbers: survey and adoption data, always linked to the source.
Read a sample
Our blog posts are the best preview of the newsletter's style:
- Best AI Notetakers for Financial Advisors (2026)
- Jump vs Zocks: Which AI Assistant Should Advisors Choose? (2026)
- How Advisors Use AI for Compliance: Saifr, Red Oak and What Regulators Expect
Past issues: bestaiforadvisors.beehiiv.com. Want to sponsor an issue? See advertising.
FAQ
How often is the newsletter sent?
Once a week. You can unsubscribe with one click from any issue.
Is it free?
Yes. Any sponsored section is clearly labeled.
Where is the newsletter hosted?
On beehiiv, at bestaiforadvisors.beehiiv.com. Past issues are published there.