Meanwhile, FINNY launches new multi-channel marketing campaign features, while RightCapital introduces a planning capability to help with client prospecting.
Survey research reveals just three-tenths trust AI-generated recommendations, bolstering the case for lasting human relationships with advisors.
Advyzon has launched a new hub for professionally managed model portfolios, while SS&C unveiled a unified suite of wealth solutions under the Black Diamond banner.
Partnership aims to boost advisor efficiency across its Wealth Lending Network.
The wealth tech giant is unveiling its new offerings, designed for advisor productivity and client engagement, as investors and experts continue to grapple with the implications of AI.
Human guidance still wins over AI alone according to new report.
Also, Nitrogen has added Indivisible Partners to its integration network, while Wealthtender unveiled an AI-focused update to help boost advisors' online presence.
Series C funding will accelerate unification of TAMP’s model portfolios.
Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.
The $139 billion TAMP has hired industry veteran Phil Rogerson, unveils $10 million commitment for strategic expansion in North Carolina.
The wealth tech firm is rolling out its "Do Anything" assistant as leaders and strategists tout the next evolution of artificial intelligence.
The insurance and annuity giants' latest updates for financial professionals underscore the growing importance of third-party distributors.
The tie-up between Goldman Sachs and BNY will help money funds hold their own against the rise of stablecoins while unlocking other uses, according to strategists.
The wealth tech platform says its newly secured patent represents crucial advances in digitizing outdated manual processes.
The Wall Street giants' alliance will see institutional investors holding tokenized shares of funds managed by BlackRock, Fidelity, and other leading managers.
But how did they start out and what fueled their fortunes?
