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.
Brokerage fintech DriveWealth will integrate with Kalshi's prediction markets, as a MrBeast employee was fined and suspended over insider trading on Kalshi.
April has already handled more than $1 billion in refunds this tax season, offering advisors the ability to model the tax impact of client decisions like large stock sales or Roth conversions.
“The acceleration of generative AI is foundational to how firms operate, compete, and serve clients,” said Germán Soto Sanchez, chief product and strategy officer at Broadridge Financial Solutions.
New workplace savings program targets startup employees by merging institutional portfolios, retirement tech, and equity ownership on a single platform.
Shaping Wealth has also added a seasoned fintech veteran to its own C-suite, while Nitrogen unveils an AI agent alongside other updates to enhance client meetings.
New suite targets long-standing pain points around risk modeling, data reconciliation, and advisor competency in digital assets.
Scott Brown’s will oversee Morningstar Direct, data feeds, and advisory tools as the firm continues to build unified intelligence around public and private market analytics.
Also, Orion and Nitrogen have each announced strategic integration updates that could strengthen their support for retirement-focused advisors.
Fed official says inflation risks persist and cautions AI won’t justify lower interest rates.
Peter Corey, chief market strategist at Pave, on hidden portfolio risk and the growing need for adaptive portfolio construction.
Altruist’s Hazel AI platform may have sent shockwaves through the industry this week, but fintechs say face-to-face interactions with advisors remain key.
CEOs anticipate solid revenue, profitability and productivity gains for 2026 with AI returns outpacing forecasts.
Robinhood is bundling tax, estate planning and CFP support through third-party providers Vanilla and Taxfyle. "It’s a great strategic offering to start to change the mindset of Robinhood being a no service and cheap free platform," said one financial advisor.
The AI-powered upgrade aims to create a transaction-focused hub for dealmaking, recruiting, and succession planning among wealth and financial advisory firms.
