New launches tackle succession planning, AI-driven email management and heir retention ahead of the great wealth transfer.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform.
New UMA, direct indexing and asset location capabilities aim to cut manual work for advisors managing personalized portfolios.
Hackers are already probing two bugs in software that runs most of the web. European Government and other major sites have already been taken down for emergency patches.
Jump is piping FMG marketing content into post-meeting workflows as Zocks opens its platform to more than 32,000 LPL financial advisors.
Docupace also rebuilt its wealth operations platform around a single client record, while Focus Financial picks Nevis to bring AI to its advisors.
The Supernova-powered lending line follows a Flourish Cash rollout as the insurer pushes private-bank-style tools to its 6,000-plus advisors
Wealth enterprises are leaving revenue on the table - a new PureFacts and Ascentix partnership aims to help firms take it back.
Deal creates a $20B-plus custody platform for private market investing in IRAs, months after Schwab closed its Forge Global purchase
A state-by-state analysis of retail investor behavior reveals AI-powered research tools are reshaping how clients approach investment decisions.
A new platform turns disputed facts into tradable markets, flipping the prediction market model on its head.
DeepVest, Vanilla and Libretto roll out tools to help financial advisors launch firms, close estate plans and sharpen planning skills
See which platforms and providers earned 5-Star recognition this year
The AI meeting assistant's Advisor Intelligence plugin turns client conversation data into annual reviews, tax scans and attrition alerts.
New tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time.
The AI lab disclosed more than $8 billion in 2025 losses on an operating basis as financial advisors weigh a supersized listing likely to land past the midterms.
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.
It’s the second tech-triggered sell-off in financial advice and wealth management firms this year.
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.
