The seasoned IT leader arrives as the credentialing body for CFP professionals considers AI's implications for the future of financial planning.
The top-rated advisor CRM provider is poised to broaden its footprint across the RIA and enterprise BD space with fresh funding for new AI features, expanded integrations, and deeper enterprise capabilities.
Fintech founder and CEO unpacks how TAMPS and other legacy systems have hampered advisors' value, and how AI can spark more human client conversations about their investments.
With Main Street investors now able to trade as fast as some qualitative hedge funds, seismic changes could be ahead for the larger equity market.
The two leading wealth tech providers are boosting their support for growth-focused advisors with new integrated features and AI-powered tools.
New data from F2 Strategy shows 95% of RIAs are using AI - four times the adoption rate of banks. Trust companies account for 90% of firms not using AI, raising alarms about their ability to stay competitive.
The wealth tech giant is offering advisors a natural, intuitive way to use AI through its new business intelligence and insights engine features.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
The big three custodian is unveiling new reporting features, UMA functionalities, and a new advisor growth network, along with other updates at its flagship conference.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work announces an expanded partnership.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
The two wealth tech firms are continuing to expand their reach among firms as they support advisor productivity and client data protection.
Advisor platform integration offers RIAs unified access to portfolio tools, CRM, and customizable client experience.
Report says traditional banks are at risk of being sideline in evolving industry.
The industry group and other financial associations called out risks from premature disclosures, overreporting, and bad actors weaponizing the rule's requirements.
New Broadridge survey reveals surge in AI investments, with a third of respondents expecting a payoff within six months.
Soon-to-launch AI-powered tool allows retail investors to build bespoke indexes, with users able to buy in with fractional shares.
Integrated Partners President Andree Mohr highlights due diligence around data, CRM integration, and advisor training as key steps in firms' adoption journey.
The newest advisor-focused AI notetaker arrives with a low-price pitch for enterprises – but is it too little, too late to gain market share?
