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Articles and insights.
The latest research, product updates, and perspectives from the DeepVest team.
Advisor Insights
Can a 58-Year-Old With $2.4M Retire Today? The RIA Framework for Answering in One Meeting
DeepVest turns the hardest retirement question into a clear review of income, taxes, risk, spending, and sequence-of-return pressure.
A 58-year-old with $2.4M and a $135,000 lifestyle asks the question every advisor hears: can I retire today? See how an RIA can use DeepVest AgentLab to turn that one question into a full retirement-readiness analysis, covering sustainable withdrawal rate, Monte Carlo survival odds, sequence-of-return risk, and the Social Security and Medicare bridge, then translate it into a clear, client-ready answer in a single meeting.
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Advisor Insights
This Portfolio Looks Diversified. It Isn’t.
Hidden correlation is a risk, even in apparently diversified portfolios. Here’s the mid-year audit every advisor should run.
A client can own 31 holdings and still not be truly diversified. See how an RIA can use DeepVest AgentLab to run a mid-year diversification audit on a real $1M, 31-stock portfolio, quantifying sector and factor exposure, correlated clusters, downside sensitivity, and the single market factor driving roughly 32% of all portfolio movement, then turn it into a clear, client-ready explanation.
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Advisor Insights
The 15-Minute Portfolio Audit That Wins Clients
First impressions matter. Show prospects you spotted what their current advisor missed.
Most first meetings are polite, but politeness rarely wins the client. See how an RIA can use DeepVest AdvisorLab to run a 15-minute portfolio audit before the meeting, quantifying concentration, hidden correlation, tax drag, income gaps, and downside risk on a real $1M, 31-stock prospect portfolio, and turning a sales conversation into a diagnosis.
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Market Intelligence
Kevin Warsh Is Fed Chair. Here’s What History Says Advisors Should Tell Clients Next.
A Fed Chair transition can sound like a market shock. DeepVest looked at what actually happened to the S&P 500 after prior Chairs’ first FOMC meetings, and what RIAs can tell clients now.
When a new Fed Chair leads a first policy meeting, clients hear the headline before they understand the history. DeepVest analyzed how the S&P 500 actually performed after every modern Fed Chair’s first FOMC meeting — Greenspan, Bernanke, Yellen, and Powell — and what those base rates suggest advisors should tell clients now that Kevin Warsh is Chair.
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Advisor Insights
The First Meeting Is Not a Sales Pitch. It Is a Diagnostic.
What top RIAs do differently in the first meeting, and what most advisors miss.
Most prospects don’t walk into a first meeting looking for a product. They’re asking a quieter question: “Do you understand me, and can I trust you when the stakes are high?” Here’s what top RIAs do differently in the first meeting — treating it as a diagnostic, not a sales pitch — and the mistakes most advisors make.
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Research
Same Question, Different Answer
Why AI consistency is the hidden compliance risk advisors aren’t thinking about
We asked six AI systems the same financial questions five times each. Only one produced identical, accurate answers every time. The rest gave different numbers on different days — a hidden compliance risk most advisors aren’t thinking about.
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Research
When AI Sounds Smart But Gets the Numbers Wrong
Why general-purpose AI tools fail the precision test for financial advisors
We tested ChatGPT, Perplexity, Gemini, SuperGrok, and Claude Opus on ten real investment workflows. General-purpose AI tools failed 85% of tasks, producing incorrect calculations, hallucinated data, or no results at all. Here’s what financial advisors need to know.
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Company News· New York, NY
Benjamin AI Now DeepVest
Rebranded Company Positioned for Accelerated Growth and Success in Serving High Net Worth and Ultra-High Net Worth Wealth Managers Across the Industry
Benjamin AI, the leading AI-driven investment analytics and research platform for family offices, RIAs, and institutions, today announced its rebrand to DeepVest. The new identity reflects the company's rapid evolution and its ability to deliver comprehensive, institutional-grade analytics faster, more accurately, and with greater customization than any traditional provider in the market.
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