With growing AI adoption, new connections between leading planning tools highlight the push for efficiency and enhanced client service.
Following a new custodial partnership and ongoing AI-led strategy, the platform's latest industry-leading update brings live account information into advisor conversations.
Strategic alliance brings held-away cash management capabilities to advisors working with ultra-high-net-worth clients.
Advyzon's Kevin Hughes explains why he believes the era of five-screen tech stacks is over.
Newly independent Intellebox.ai aims to unify client engagement, workflow automation, and compliance for advisory firms through artificial intelligence.
Co-founder and CTO talks about discipline, mission, and the future of high-stakes tech.
Looking to 2026, Envestnet aims to deliver a more unified and scalable technology experience, according to Envestnet's chief relationship officer, Andrew Stavaridis.
From C-level leaders to founders and elite advisors, this year's hot list winners are successfully navigating turbulence and waves of change shaping the wealth industry.
Major Wall Street firms back Corastone’s blockchain-based platform, aiming to reduce friction and expand access in the private markets space.
Schwab Advisor Services executive Lisa Salvi urged RIAs to create firmwide “AI vision statements” to counter workforce anxiety as the technology seeks expansion beyond today's benign notetaker role.
Firm’s CIO speaks with InvestmentNews about investing in the fast-growing tech.
New partnership enables seamless transfer of financial planning information, supporting more collaborative and transparent advisor-client interactions.
The Wall Street giant's revised agreement with the data aggregator introduces formal pricing, raising fresh questions about the cost and control of consumer financial data.
Firm moves beyond pilots, betting on agentic AI to drive next-wave efficiency and insight.
The RIA custody and brokerage giant's announcement highlights a growing push among major brokerages to bring private market investments to retail and RIA clients.
The AI-powered deal consultancy's new Buyer Portal promises to put transparency and compatibility ahead of costly bidding wars.
Founder Brian McDonald wants to equip advisors to manage clients’ growing stock-based wealth, making equity compensation a core part of financial advice.
New report urges rethink to drive ROI for firms, clients.
The fast-growing fintech startup is deepening its RIA presence as it taps top execs from Mission Wealth and Cerity to further scale its advisor outreach and engagement capabilities.
Auditability, plan sponsor policies, and state-level regulatory guidance could also create compliance risks for advisors looking to manage held-away client assets.
