The 140-year-old firm catering to ultra-high-net-worth clients joins a growing roster of wealth managers and tech providers plugging Claude into advisor workflows.
Cecure Corporation leads funding as AI-powered RIA growth platform accelerates team and infrastructure buildout.
Platform move gives retirement savers access to professionally managed products in one place.
The two wealthtech platforms name new C-level executives as AI-native strategy and private markets growth accelerate across the advice industry
Also, Zocks and Amplify unveil integrations with Conquest and Wealthbox CRM to extend their reach among independent advisors.
CEO Rob Nance says the industry's first purpose-built transitions platform can compress months-long moves into days, effectively removing a key barrier to independence.
The veteran independent broker-dealer executive brings crisis-tested leadership to the AI-powered data platform
Global revenues hit record high in 2025 with sector growing at four times the rate of traditional financial institutions.
Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.
Traders will be able to connect their own third-party AI agents to the brokerage platform.
Virtual family office platform Strad and Ai-native CRM slant are also supporting centralization for advisors with newly inked partnerships.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
Plus, Asset-Map partners with Contio to elevate the advisor meeting experience, and MyVest claims an innovation in portfolio management with separately managed models.
The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
Hamachi's new model portfolio partnership and an industry-first solution from Vestmark join the growing wave of AI tools for wealth managers.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
New product gives advisors a structured way to introduce themselves to clients' heirs before assets change hands.
Retail investing platform beats forecasts as commodities offset weaker crypto trading.
Wu joins Orion after roughly 10-year stints at both Schwab and AssetMark, replacing former UBS executive Michael Mandelos who left Orion after one year.
