The platform, which features a real-time screening function, improved data transparency, and one-click trading, aims to address a longstanding portfolio pain point for advisors.
The fintech startup will help advisors at the $9B RIA achieve organic growth with enhanced services to business owner clients.
Poll reveals four-fifths of younger affluent investors want their advisors to use AI tools, and a third would consider firing non-adopters.
The deal to take the $6.2T wealth tech platform private is pushing through with virtually unanimous approval.
The wealth tech firm expects its latest C-suite addition to lead its charge to boost adoption of option-based strategies in clients' portfolios.
The move marks a milestone for generative AI even as SEC Commissioner Gary Gensler warns of a future crisis in the making from the still-evolving technology.
The expanded partnership, which brings in new capabilities from Futureplan, will give thousands of advisors and their business clients access to a new retirement plan option.
The retirement-focused fintech firm's latest strategic partnership will help more plan participants get personalized guidance from their trusted advisors.
Fintech startup unveils a bold AI-powered strategy that takes cues from the world's greatest investors.
The latest enhancements to its archiving and search capabilities will help users as regulators stiffen their scrutiny around recordkeeping violations and off-channel communications.
Quarterly pulse survey uncovers sentiments around artificial intelligence, preferences on tech use, and the race for high-net-worth business.
The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.
Advisor panel packs a punch as thousands of wealth management professionals hit the beach at Future Proof Festival in Southern California.
The $30M capital infusion from a Google-led consortium will fuel the estate fintech provider's continued expansion and innovation.
Strengthening their years-long connection, the strategic partnership will give the Arkansas-based RIA access to fresh insights to drive asset growth.
Experts warn that despite AI’s ability to scale, it doesn’t replace the human, emotional relationship with clients.
The TAMP giant's newly unveiled suite of ETF portfolios, SMAs, and active-passive models gives its users even more flexibility to serve clients' needs.
The wealth tech firm's latest leadership hire brings three decades of experience, including roles at Riskalyze and eMoney Advisor, as it looks to sharpen its business strategy.
The AI-focused fintech provider has unveiled updates to its estate planning capabilities, including customizable asset projections and an improved planning snapshot tool.
The startup uses machine learning to match advisors with clients who are at life stages where they could benefit from working with a financial professional.
