Sam Altman says market debut would be ‘ill-advised’ but Anthropic chases a $2 trillion valuation despite calls for AI development pause.
Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Vanilla, SS&C and FinTurk are rolling out a mix of agentic and AI-assisted features aimed at planning gaps, client insights, and manual account monitoring.
The deal gives Envestnet institutional-grade trading and tax technology alongside Vestmark's advisory client base
New trading tools let advisors execute and rebalance client portfolios directly, while firms retain permission-based control.
Nearly one in four newly minted billion-dollar startups this year operates in artificial intelligence, reshaping private market opportunity for advisors.
The wirehouse-focused aggregator's rollout to more than 100 advisors lands as financial advisors race to add tax and estate planning tools.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
New integration flags non-compliant language in AI-generated meeting notes as regulators sharpen focus on advisor recordkeeping.
Phoenix-based Brookwood Investment Group taps the AI-native wealthtech firm as its advisor count and AUM keep climbing
New research finds 67% of US adults support broader access to AI investment opportunities, amid inequality concerns.
Sentir joins a wave of AI-native launches as RIA firms seek a competitive edge from CRMs and artificial intelligence use.
Advisors gain a direct line to client tax transcripts as new data shows tax services increasingly separate top-performing firms from the pack.
KPMG's Pulse of Fintech report finds American dealmaking dominated global totals, with AI and payments consolidation reshaping where capital flows.
Partnership pairs organic lead detection with paid ad targeting to help end "spray-and-pray" marketing for growth-seeking advisory firms.
Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
"We believe this model will help younger investors – and any investors who value a hybrid advice experience,” said Ryan Robson, principal at Edward Jones.
Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms.
