Industry leaders discuss how AI is streamlining financial planning, expanding access to advice, and raising new questions about trust and ethical use.
Wealth.com will support 11,000 Osaic advisors through a new partnership, while Vanilla teases an estate planning solution for smaller independent RIAs.
Palo Alto firm is the latest fintech to view public listing for next-stage growth.
As private market products surge, experts say standardization and strong partnerships will be crucial to sustainable AI adoption for advisors.
Research reveals a quantum leap in AI's reasoning ability, renewing the debate around the value of human advisors.
The philanthropy-focused fintech's latest partnership gives wealth managers added flexibility to provide a personalized giving experience.
New research tested four of the best known bots to find out how good they are
Jon Beatty, head of Schwab Advisor Services, explains how independent advisors are reshaping their business models around client trust, AI, and new client growth.
Zocks' expanded platform streamlines the advice and onboarding process, while Broadridge doubles down on digital marketing.
The wealth tech platforms are expanding their offerings for advisors with new philanthropic and estate planning integrations.
Hires include former innovation lead at mega-RIA Mariner.
"More often than not, when two firms come together they're both Envestnet firms or we are going to end up with the lion's share of the assets," Envestnet CEO Chris Todd said amid record-breaking M&A activity for RIAs.
The integration into iCapital's platform will give advisors and qualified investors a means to rebalance portfolios through a robust buyer-seller network.
The newly launched Wealthscape Intelligence and onboarding capabilities are designed to unlock personalized insights and reduce friction, says one tech platform leader at the firm.
Four-fifths of non-public banks are projected to integrate AI by 2027.
The latest updates aim to help with complex decisions around succession planning and tax changes around the One Big Beautiful Bill Act.
Wealth.com and Shaping Wealth have also tapped other industry heavyweights to beef up their own advisory boards.
The partnership aims to develop a globally scalable custody and clearing solution for advisors and the clients they serve.
Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual forges a new partnership with Orion.
The deal will see the global alts giant snap up the fintech firm, which has struggled to gain traction among advisors over the years, for up to $200 million.
