The partnership arrives as most small business owners near retirement age still don't have a formal succession plan in place.
A spokesperson for the estate planning fintech cited AI's reshaping of the industry as Trust & Will restructures its business.
Advisor's Alpha framework joins Envestnet's platform, giving advisors new tools to manage client tax exposure year-round.
New Preqin-powered benchmarks add transparency to private equity and credit performance across BlackRock's platforms.
Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
Operational drag between an advisor signing and accounts going live is emerging as a competitive liability for wealth management firms.
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
The company aims to bring Quicken's budgeting and investment tool tracking to its 20,000-plus advisor network
The leading notetaking and meeting prep platform's newest capabilities automate account opening, compliant scheduling, and cross-system workflows for advisors.
Asset-Map makes a bet on a partner ecosystem while VastAdvisor goes deeper on AI and CRM integration to help advisors grow.
The fintech firm's Iris agent arrives as other financial planning tech providers move quickly to incorporate AI into their workflows.
Former Osaic executive Shah has joined the self-described AI workforce company as managing director in charge of its engagement efforts with wealth firms.
Edward Jones is making Carefull’s technology available to its 9 million-plus clients through its more than 20,000-strong network of financial advisors.
The Nashville-based RIA platform unveils a branded digital workflow solution designed to fix the onboarding gap that frustrates financial advisors.
The new AI workspace rollout promises to automate the full advisor workflow just as third-party tools wage a turf war for central control of wealth firms' tech stacks.
The fintech giant shifts its media strategy despite reporting record trading volumes this month amid its 10% staff reduction.
New Preferred Partner Program lets third-party asset managers including Federated Hermes and T. Rowe Price offer tax-managed separately managed account strategies through Franklin's platform.
Client Queries capability lets financial advisors identify untapped opportunities and service gaps using plain-language prompts in seconds
Elsewhere, Feathery touts efficiency gains for custodian account opening at Sequoia, while DeepVest unveils a governance layer for CIOs to keep AI agents in check.
