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.
Underwritten by a $350 billion valuation, the potential fresh backing from GIC and Coatue would add to pre-existing commitments from Microsoft and Nvidia to invest in the startup.
The veteran marketer brings deep financial services and digital experience, including roles at Bank of America, JPMorgan, and Fidelity, to the advisor-focused tech giant.
The logs were deleted just six days after the lawsuit—cost to preserve was negligible.
InvestmentNews finds out more from FT’s head of industry advisory services
Backed by Venrock and a roster of strategic wealth executives, the AI prospecting startup is doubling down on its efforts to support advisors' data-driven outreach.
Seismic’s Kerry Ryan tells InvestmentNews how wealth and asset managers are using AI to personalize advice and redefine the advisor role
New guidance highlights a risk‑based approach, pressing firms to formalize review processes, clarify business‑record obligations, and align AI deployment with fiduciary duties.
Report warns autonomous agentic AI could reshape banking operations, governance, and investor expectations.
New estate and retirement income tools widen the planning playbook for Cetera’s 12,000 advisors, with an eye on tax, financial security, and multi-generational relationships.
Guidance calls for oversight calibrated to use‑case risk, from note‑taking and admin tools to higher‑stakes decision engines.
Advisors racing to add on new platforms may find their legacy plumbing can't support the next wave, warns one expert.
The new Aria portal pulls in technology from Luma and SUBSCRIBE as advisors look to streamline workflows across public and private markets.
The world's second-largest asset manager has capitulated on its long-held anti-crypto stance in the face of persistent retail and institutional demand.
With nearly $90 billion in client assets, the Palo Alto-based fintech is eyeing an addressable market of digital natives projected to reach $140 trillion by 2045.
