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.
Warren, the top-ranking Democrat on the Senate Banking Committee, has sent a letter YouTube star Jimmy Donaldson, better known as MrBeast, and the founder of Beast Industries.
“That’s a new business line for us,” says CEO Erin Friez.
Meanwhile, new AI from WealthFeed helps advisors grappling with referral challenges, while OneVest debuts an AI-native platform for small and nimble advisor practices.
Elsewhere, Nitrogen claims a wealth tech first with AI governance certification, while Intellebox.ai forges a strategic partnership with a leading macro investment research provider.
Move aims to bundle semi-liquid private markets into everyday portfolio workflows while Envestnet handles research, trading and rebalancing behind the scenes.
After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.
New research shows neobanks gaining customers faster while legacy brands hold affluent segments.
New T3 survey finds notetaking and generative AI going mainstream as advisors weigh suites against stacks and planning modules gain ground.
New "Dash" capability within Moneyguide aims to boost client prospecting discussions, while WealthStream's newly launched AI platform looks to help fill early gaps in advisor expertise.
Meanwhile, estate planning tech platform Vanilla and TaxStatus, the IRS-sourced data provider, have inked timely fintech tie-ups for advisors in the thick of tax season.
Wes Caywood of Pave on delivering true personalization at scale and why superficial customization is no longer enough to meet client expectations
Firms expand AI-driven platforms, including a new enterprise partnership for RIA custodian Altruist, to boost advisor productivity and client service.
Hamachi and Advisor CRM are also extending the industry-wide trend toward data-driven insights, while Docupace and iPipeline announce new additions to their leadership.
