Wealth tech platforms' latest enhancements help advisors surface behavioral risk insights and generate client-ready output without leaving their existing workflows.
The asset manager's AI message “starts at the top,” said Katrina Dudley, senior investment strategist at Franklin Templeton.
Silicon Valley's preeminent startup accelerator, Y Combinator, is betting on a robo-advisor startup offering subscription-based AI investment guidance
Plus, JPMorgan's 55ip is adding T. Rowe Price model portfolios to its platform, and Hamachi.ai is helping advisors deliver compliance-aligned planning guidance through a new integration.
The wealth tech platform's four new hires, including one Holistiplan alum, are expected to scale its vision to connect data, workflows, and execution for wealth firms adopting AI.
Integrations with FIDx and Luma Financial Technologies extend the firm's digital distribution, including a first-of-its-kind update for the life insurance business.
Highlight the solutions making an impact across financial services.
The deal will give Citi Wealth clients access to a single account structure combining ETFs, mutual funds, separately managed accounts and alternatives — with BlackRock integration built in.
Deal adds scale, expands capabilities across front-to-back investment lifecycle services.
Asset manager rolls out new portals and infrastructure aimed at reducing friction and boosting scale.
The oversubscribed round drew backing from new investors including Dynasty Financial Partners, as well as continued support from Schwab and Google's venture arm.
Meanwhile, advisor AI platform Jump is expanding its partnership with an LPL OSJ, and TIFIN is entering the agentic AI arena.
As AI adoption accelerates across the RIA industry, the startup is looking to help bridge what one its founders sees as a persistent marketing expertise gap among advisors.
Goldman’s shifting approach to wealth management has included reorganizations, the United Capital buy-and-sell, a short-lived robo-advisor and frustrating client constraints, as described by Farther's new family office head Ben Seidenstein.
Plus, WealthReach acquires Model FA IP to build an organic growth consulting practice, while InvestSuite enters the US market with its StoryTeller portfolio reporting tool.
As automation reduces operational drag, Pave Finance argues smaller accounts are shifting from burden to growth channel
No PII has reportedly been breached, but advisors and wealth tech execs say it should raise tough questions about data security and AI vendor risk management.
eMoney's premium client portal is also getting a customization boost, while Capitalize unveils a new rollover platform for advisors eyeing the 401(k) space.
“It’s trying to help advisors, empower them in that conversation with their clients,” said Rasmus Goksor, CEO of Sekond.
Also, Jump unveils a new AI workflow assistant for advisors, while WealthReach touts an industry-leading AI search and SEO engine for wealth firm websites.
