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.
Former Osaic executive Shah has joined the self-described AI workforce company as managing director in charge of its engagement efforts with wealth firms.
Edward Jones is making Carefull’s technology available to its 9 million-plus clients through its more than 20,000-strong network of financial advisors.
The Nashville-based RIA platform unveils a branded digital workflow solution designed to fix the onboarding gap that frustrates financial advisors.
The new AI workspace rollout promises to automate the full advisor workflow just as third-party tools wage a turf war for central control of wealth firms' tech stacks.
The fintech giant shifts its media strategy despite reporting record trading volumes this month amid its 10% staff reduction.
New Preferred Partner Program lets third-party asset managers including Federated Hermes and T. Rowe Price offer tax-managed separately managed account strategies through Franklin's platform.
Client Queries capability lets financial advisors identify untapped opportunities and service gaps using plain-language prompts in seconds
Elsewhere, Feathery touts efficiency gains for custodian account opening at Sequoia, while DeepVest unveils a governance layer for CIOs to keep AI agents in check.
The 140-year-old firm catering to ultra-high-net-worth clients joins a growing roster of wealth managers and tech providers plugging Claude into advisor workflows.
Cecure Corporation leads funding as AI-powered RIA growth platform accelerates team and infrastructure buildout.
Platform move gives retirement savers access to professionally managed products in one place.
The two wealthtech platforms name new C-level executives as AI-native strategy and private markets growth accelerate across the advice industry
Also, Zocks and Amplify unveil integrations with Conquest and Wealthbox CRM to extend their reach among independent advisors.
CEO Rob Nance says the industry's first purpose-built transitions platform can compress months-long moves into days, effectively removing a key barrier to independence.
The veteran independent broker-dealer executive brings crisis-tested leadership to the AI-powered data platform
Global revenues hit record high in 2025 with sector growing at four times the rate of traditional financial institutions.
Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.
Traders will be able to connect their own third-party AI agents to the brokerage platform.
