Deal creates a $20B-plus custody platform for private market investing in IRAs, months after Schwab closed its Forge Global purchase
A state-by-state analysis of retail investor behavior reveals AI-powered research tools are reshaping how clients approach investment decisions.
A new platform turns disputed facts into tradable markets, flipping the prediction market model on its head.
DeepVest, Vanilla and Libretto roll out tools to help financial advisors launch firms, close estate plans and sharpen planning skills
See which platforms and providers earned 5-Star recognition this year
The AI meeting assistant's Advisor Intelligence plugin turns client conversation data into annual reviews, tax scans and attrition alerts.
New tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time.
The AI lab disclosed more than $8 billion in 2025 losses on an operating basis as financial advisors weigh a supersized listing likely to land past the midterms.
Plus, SEIA builds a governed data foundation for its in-house AI and Snappy Kraken debuts a read-only marketing coworker for advisors.
Broadridge, Wedbush and Alaris Acquisitions have also filled senior wealth management roles with hires from J.P. Morgan, Osaic and SageView.
It’s the second tech-triggered sell-off in financial advice and wealth management firms this year.
Major AI models failed to correctly answer financial questions in 57% of cases, new research shows, raising serious questions about consumer reliance on AI tools.
Two wealthtech providers are handing advisors the controls, letting firms design their own workflows and AI agents in plain language.
The release addresses account-level suitability gaps, consolidates trade management, and extends single sign-on to the Addepar client portal.
Partnership with DPL adds Jackson and Protective to insurance marketplace as fee-based annuities gain traction with fiduciary advisors.
From M&A matchmaking to embedded advisor intelligence, third annual awards spotlights AI governance and data unity over feature-heavy platforms.
Investors bet on AI-driven portfolio automation as advisory firms grapple with time-consuming manual work and rising demand for personalization.
“Investment from Envestnet will accelerate roadmaps at Vestmark,” said Freedom Dumlao of Vestmark.
Broker-dealers and RIAs can now offer clients crypto and tokenized securities through a single integrated platform.
Self-serve access to Strategic Advice Manager promises onboarding in days, as RIAs weigh how deep to take AI adoption.
