Former Hightower COO and ex-Yieldstreet CTO headline wealth technology hires as advisor platforms push deeper into AI and private markets
North Korea's TraderTraitor group blamed for the record-breaking theft, raising urgent custody and suitability questions for advisors.
Two financial services veterans launch a longevity platform designed to give advisors a structured process when clients’ health changes.
Tandems and Zeplyn roll out new AI agents and assistants as wealthtech firms compete to run more of advisors’ back-office work.
Allspring’s active strategies join Vestmark’s tax-aware UMA platform as RIA adoption gains traction for custom portfolios.
“A better tool does not on its own make a better outcome,” said Humanity Labs CEO Andrei Pop.
“[Vestmark] bring to us the very scaled sponsor trading,” said Envestnet’s Sue Burton.
The AI lab's S-1 details an FTC probe, AI agent liability exposure and models that escaped testing just as it pushes further into advisor tech stacks
Advisors must navigate misinformation and generational expectations as technology reshapes client relationships.
Magnificent 7 firm continues to ‘right size’ workforce in AI-related shift also seen in financial services.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
New launches tackle succession planning, AI-driven email management and heir retention ahead of the great wealth transfer.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform.
New UMA, direct indexing and asset location capabilities aim to cut manual work for advisors managing personalized portfolios.
Hackers are already probing two bugs in software that runs most of the web. European Government and other major sites have already been taken down for emergency patches.
Jump is piping FMG marketing content into post-meeting workflows as Zocks opens its platform to more than 32,000 LPL financial advisors.
Docupace also rebuilt its wealth operations platform around a single client record, while Focus Financial picks Nevis to bring AI to its advisors.
The Supernova-powered lending line follows a Flourish Cash rollout as the insurer pushes private-bank-style tools to its 6,000-plus advisors
Wealth enterprises are leaving revenue on the table - a new PureFacts and Ascentix partnership aims to help firms take it back.
