JPMorgan's CEO is rallying corporate America around shared AI safeguards as banks report widening use of the technology in daily operations.
The advisor marketing platform is expanding its leadership team to accelerate enterprise sales and AI-driven compliance tools.
The combinations involving MirrorWeb and AdvisorRankings illustrate how AI is reshaping both wealth firm operations and wealthtech platforms' business models.
New 5-in-1 onboarding tool aims to cut subscription paperwork as advisor demand for private markets accelerates.
The mega-RIA and the digital family office are making separate AI platform launches as the broader industry doubles down on the technology.
VanEck is leaning on Allocate's operating platform to bring a private markets offering to financial advisors in weeks, not months.
The two alternative-investment platforms' new financing – coming from Blue Owl, Carlyle, Franklin Templeton and other big-name backers – signals deepening advisor demand for private-market access.
Eighty-five percent of firms now call AI their top compliance concern, up 28 points from 2025, new industry survey shows
Orion and RFG Advisory tackle account-opening delays with new updates as custodial integrations reshape how fast advisors can move client assets.
A class action over the digital brokerage's cash sweep program only hints at an industry-wide reckoning over how client cash is handled, says Gary Zimmerman.
New tool lets advisory teams manage shared retirement-plan accounts en masse as Vanguard retirement plan data show rising exposures to equities across demographics.
Finturk also added new form-filling and cash sweep tools to its AI-first CRM platform, while Zeplyn builds advisor coaching into its own AI operating system
Expanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors.
Envestnet Wealth Trading replaces legacy FolioDynamix tools with a unified platform built for portfolio-wide rebalancing
“It's important for our AI solutions to flex into different client needs,” said Orion CEO Natalie Wolfsen.
Deal adds investment platform implementation expertise as F2 builds out North American reach.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
Agentic AI is landing in trading, treasury and wealth management roles across major banks, with advisory functions as the next frontier.
