The deal for the Bellevue, Washington-based multi-family office marks another step for Corient's hyper-growth strategy.

Money staffers graded ChatGPT and Gemini responses to 25 questions about retirement, housing, credit, investing and current events. One model performed far better than the other.

Copilots will be part of the furniture’ for every financial advice firm in the next five years, according to Joseph Twigg, CEO at Aveni.

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.