Vanguard Launches Expert Insights to Scale AI-Powered Advice

Asset managers are pushing generative AI deeper into advisory workflows, where the quality and organization of underlying data can determine whether automated analysis is useful and reliable. Vanguard’s Expert Insights tool is designed to help financial advisers review client portfolios and produce personalized investment reports more quickly, strengthening service capacity as demand for tailored analysis grows across the wealth-management industry.

Vanguard is testing Expert Insights with a limited group of advisers and plans a broader rollout in 2026. The company expects the tool to handle rising demand for portfolio analysis without a corresponding increase in staffing costs. Vanguard has not disclosed the number of advisers participating in the pilot, the amount invested in the technology or a specific date for full deployment.