The leading notetaking and meeting prep platform's newest capabilities automate account opening, compliant scheduling, and cross-system workflows for advisors.
Asset-Map makes a bet on a partner ecosystem while VastAdvisor goes deeper on AI and CRM integration to help advisors grow.
The fintech firm's Iris agent arrives as other financial planning tech providers move quickly to incorporate AI into their workflows.
Also, a Fidelity veteran goes indie with Osaic OSJ Innovative Financial Group, and Citizens welcomes a sports and entertainment-focused trio previously overseeing $800 million from Morgan Stanley.
New Natixis research shows U.S. wealth managers posted 12.5% AUM growth last year – but client behavior and digital disruption could slow the pace.
The SEC enforcement division is reportedly digging into potential conflicts of interest, valuations, and disclosure in fast-growing fund manager-led transactions.
New research shows aspiring advisors are fluent in AI — but fear firms will automate the very roles they need to learn the trade.
The Nashville-based RIA platform unveils a branded digital workflow solution designed to fix the onboarding gap that frustrates financial advisors.
New survey data reveal a sharp reversal in advisor sentiment toward alternative investments, with illiquidity remaining the stubborn barrier to wider adoption.
BlackRock data shows workers without a financial cushion are far more likely to raid their 401(k) — and less likely to ever start contributing.
