But how many advisors want to pay a revenue share for a technology platform?
Conquest opens to individual advisors as competition heats up in financial planning software.
Tool’s intention is to move data in and out of the tools that an advisor already uses and run various workflows.
Move aims to bolster CRM's case as the "data hub" in the AI era
Tool is designed for advisors who can't (or don’t want to) manage them directly
It hopes advisors will see it as a true business development ‘hire’
New technology might get a lot of attention and high adoption growth, but the investment dollars available for those providers are dwarfed by those that go into asset distribution.
AI-native operating systems seek to monetize as platforms instead of SaaS
And strike a blow in the battle over ETF revenue sharing
AI goes from ‘early adopter’ to ‘mainstream’ status.
But do RIAs need another ‘digital onboarding’ solution?
AI-powered compliance tools start to gain traction.
Rumors of CRMs’ demise may have been greatly exaggerated.
Ezra Group launches a new AI agents directory to help answer the question.
Salesforce, RightCapital, and YCharts all launch their own AI-enabled new capabilities.
Jump builds account opening and Zocks develops client queries.
Meanwhile, Farther raises $150 million in the hopes that (AI-driven) proprietary tech can drive higher productivity advisor roll-ups?
Raise aims to make advisor websites findable and drive actual organic growth.
Will deal expand its technology capabilities for advisor-led financial planning?
How much do advisory firms really need to warehouse all of their own data to build better (agentic AI) workflows?
