New connectors bring IRS data. planning workflows, and meeting intelligence into AI assistants as RIAs make AI integration a top growth investment
Capco's Matt Berkowitz tells InvestmentNews that aggregating client data is no longer enough.
Arch claims 40% operating cost savings for Mercer as Nitrogen unlocks its agentic AI and tech suite to 10,000 Osaic advisors.
AI trust gap: Americans want protection, not autonomy, in their finances
First Trust models, Schwab-linked data tools and Orion transition tech headline a busy week for RIA wealthtech.
Kai Conragan and Allan Smith join Farther's product and UX teams as the firm doubles down on advisor-first design.
The new chat feature is expected to launch in 2027.
Former Hightower COO and ex-Yieldstreet CTO headline wealth technology hires as advisor platforms push deeper into AI and private markets
North Korea's TraderTraitor group blamed for the record-breaking theft, raising urgent custody and suitability questions for advisors.
Two financial services veterans launch a longevity platform designed to give advisors a structured process when clients’ health changes.
Tandems and Zeplyn roll out new AI agents and assistants as wealthtech firms compete to run more of advisors’ back-office work.
Allspring’s active strategies join Vestmark’s tax-aware UMA platform as RIA adoption gains traction for custom portfolios.
“A better tool does not on its own make a better outcome,” said Humanity Labs CEO Andrei Pop.
“[Vestmark] bring to us the very scaled sponsor trading,” said Envestnet’s Sue Burton.
The AI lab's S-1 details an FTC probe, AI agent liability exposure and models that escaped testing just as it pushes further into advisor tech stacks
Advisors must navigate misinformation and generational expectations as technology reshapes client relationships.
Magnificent 7 firm continues to ‘right size’ workforce in AI-related shift also seen in financial services.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
New launches tackle succession planning, AI-driven email management and heir retention ahead of the great wealth transfer.
