Plus, SEIA builds a governed data foundation for its in-house AI and Snappy Kraken debuts a read-only marketing coworker for advisors.
Broadridge, Wedbush and Alaris Acquisitions have also filled senior wealth management roles with hires from J.P. Morgan, Osaic and SageView.
Major AI models failed to correctly answer financial questions in 57% of cases, new research shows, raising serious questions about consumer reliance on AI tools.
Two wealthtech providers are handing advisors the controls, letting firms design their own workflows and AI agents in plain language.
The release addresses account-level suitability gaps, consolidates trade management, and extends single sign-on to the Addepar client portal.
Partnership with DPL adds Jackson and Protective to insurance marketplace as fee-based annuities gain traction with fiduciary advisors.
From M&A matchmaking to embedded advisor intelligence, third annual awards spotlights AI governance and data unity over feature-heavy platforms.
Investors bet on AI-driven portfolio automation as advisory firms grapple with time-consuming manual work and rising demand for personalization.
“Investment from Envestnet will accelerate roadmaps at Vestmark,” said Freedom Dumlao of Vestmark.
Broker-dealers and RIAs can now offer clients crypto and tokenized securities through a single integrated platform.
Self-serve access to Strategic Advice Manager promises onboarding in days, as RIAs weigh how deep to take AI adoption.
Sam Altman says market debut would be ‘ill-advised’ but Anthropic chases a $2 trillion valuation despite calls for AI development pause.
Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Vanilla, SS&C and FinTurk are rolling out a mix of agentic and AI-assisted features aimed at planning gaps, client insights, and manual account monitoring.
The deal gives Envestnet institutional-grade trading and tax technology alongside Vestmark's advisory client base
New trading tools let advisors execute and rebalance client portfolios directly, while firms retain permission-based control.
Nearly one in four newly minted billion-dollar startups this year operates in artificial intelligence, reshaping private market opportunity for advisors.
The wirehouse-focused aggregator's rollout to more than 100 advisors lands as financial advisors race to add tax and estate planning tools.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
