New integration flags non-compliant language in AI-generated meeting notes as regulators sharpen focus on advisor recordkeeping.
Phoenix-based Brookwood Investment Group taps the AI-native wealthtech firm as its advisor count and AUM keep climbing
New research finds 67% of US adults support broader access to AI investment opportunities, amid inequality concerns.
Sentir joins a wave of AI-native launches as RIA firms seek a competitive edge from CRMs and artificial intelligence use.
Advisors gain a direct line to client tax transcripts as new data shows tax services increasingly separate top-performing firms from the pack.
KPMG's Pulse of Fintech report finds American dealmaking dominated global totals, with AI and payments consolidation reshaping where capital flows.
Partnership pairs organic lead detection with paid ad targeting to help end "spray-and-pray" marketing for growth-seeking advisory firms.
Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
"We believe this model will help younger investors – and any investors who value a hybrid advice experience,” said Ryan Robson, principal at Edward Jones.
Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Milind Mehere offers perspective on why ambient AI, not smarter models, will define the next decade of wealth tech.
A score is generated to show coverage needs across life insurance, long-term care coverage, retirement income protection, and annuities.
The bankrupt fintech platform, which had drawn users seeking access to pre-IPO shares of tech startups, claims a last-minute breach of contract threatens to delay recovery for more than 13,000 defrauded customers.
A sweeping ‘superintelligence manifesto’ arrives as firm’s free cash flow craters 91%, raising hard questions for wealth managers about the company's near-term investment case.
Industry veteran and chair of $62M RIA will help shape the tech business’ growth strategy.
Two former MoneyLion executives, with roots at Merrill Lynch and Barclays Wealth, are betting that fragmented data is costing advisory firms more than they realize.
Hackers used AI voice cloning to target Point72, Citadel, Millennium and other major money managers on Wall Street.
Hightower's Bob Oros, eMoney's Stephen Langlois, and other industry veterans are joining the data infrastructure firm's inaugural advisory board.
