Firm moves beyond pilots, betting on agentic AI to drive next-wave efficiency and insight.
The RIA custody and brokerage giant's announcement highlights a growing push among major brokerages to bring private market investments to retail and RIA clients.
The AI-powered deal consultancy's new Buyer Portal promises to put transparency and compatibility ahead of costly bidding wars.
Founder Brian McDonald wants to equip advisors to manage clients’ growing stock-based wealth, making equity compensation a core part of financial advice.
New report urges rethink to drive ROI for firms, clients.
The fast-growing fintech startup is deepening its RIA presence as it taps top execs from Mission Wealth and Cerity to further scale its advisor outreach and engagement capabilities.
Auditability, plan sponsor policies, and state-level regulatory guidance could also create compliance risks for advisors looking to manage held-away client assets.
The Wall Street giant’s newest deal, the first under CEO Ted Pick, signals a push to connect clients with private company shares and deepen relationships with high-growth firms.
As the pace of AI innovation accelerates, Zocks co-founder and CEO Mark Gilbert says his company’s mission is simple: help financial advisors spend less time on tasks — and more time helping clients.
Marla Sofer, whose leadership experience includes roles at BlackRock and JPMorgan, explains how gamification and AI can help elevate client engagement and understanding for advisors.
Dynasty Financial Partners CEO Shirl Penney says investment in stock plan platform will be "of enormous value to the evolution of the independent RIA space."
The fintech firms' latest software updates promise deeper insights and streamlined workflows for advisors navigating complex tax planning needs.
Robinhood, Morningstar, Coinbase, and Chime were among the financial service providers impacted by this week's outage at Amazon Web Services.
The fintech giant's latest executive hire, whose experience includes a stint at Wells Fargo, replaces a longtime technology veteran at the company.
North American firms in particular are feeling the strain.
After acquiring Parrot AI earlier this year, Advisor360 is expanding its capabilities to read, summarize, and interpret client data from CRMs and documents.
The investment led by Bain Capital, with participation from Edward Jones, comes as new research points to the rising role of 401(k)s for younger generations' retirement security.
An open letter from the fintech to the 401(k) giant has sparked a fierce debate over how retirement savers ought to be able to engage third-party advisors.
With a new planning platform set for 2026, Advyzon seeks to streamline workflows for RIAs by integrating financial planning, portfolio management, and reporting.
From advisor productivity to data quality and protection, the top tech providers in the wealth space are solving for the most critical challenges facing advisors and wealth firms.
