Strong deposits, asset growth, and product breadth position platform for continued scale in 2026.
New data integration gives advisors standardized views of private equity, credit, and real assets performance amid growing demand for private markets exposures.
Plus, direct indexing platform Alphathena partners with ex-PayPal chief's tech-forward RIA, while comms compliance startup Archive Intel announces key appointments.
Unified pre- and post-investment data and analytics aim to sharpen decisions for private markets allocators.
Partnership embeds RISR’s capabilities for modeling valuations, exits, and post-liquidity outcomes into Allworth’s national advisor tech platform.
Meanwhile, Jump and Zocks add a tax data provider and an estate planning platform to their still-expanding circle of AI integrations.
The wealth tech giant's latest C-suite appointee brings experience from Morningstar Wealth and State Street as he oversees sales execution, revenue generation, and advisor engagement across the enterprise.
Meanwhile, Contio kicks off its crusade against broken meetings with a world-leading decision platform, while Apex unveils an agentic development kit to set firms up for AI success.
The New York-based startup’s platform will plug into Osaic’s national network as firms lean harder on data and automation to tackle the organic growth squeeze
Meanwhile, estate planning platform Wealth.com extends its capabilities into tax for advisors.
The VC-backed San Francisco startup is betting that “agentic” AI can help firms sift through client conversations for planning gaps and new revenue.
Partnership brings Schwab’s Wasmer Schroeder bond lineups and model portfolios onto Advyzon’s Nucleus marketplace for RIAs.
New blockchain-based venue promises 24/7 equity trading, faster settlement and new liquidity dynamics.
AI-driven traffic to financial sites jumped 266% YoY, with trust in automated advice accelerating.
Leadership shakeup adds former Salesforce and LPL executives to guide product, data and technology strategy for the advisor-focused platform.
The New York-based alts tech platform's latest leadership hire also comes with experience from LPL, Citi, and KPMG.
Microsoft founder’s annual note frames 2026 with AI optimism and philanthropy challenges that matter to investment strategy.
Industry players are watching nervously to see what lawmakers may decide on digital assets.
Report finds advisor effectiveness hinges on sentiment, not just strategy.
New token backed by Treasuries tests whether public oversight can reshape the stablecoin market.
