Tandems and Zeplyn roll out new AI agents and assistants as wealthtech firms compete to run more of advisors’ back-office work
Regardless, major industry players are introducing retention bonuses as a way to keep advisors in their seats.
Allspring’s active strategies join Vestmark’s tax-aware UMA platform as RIA adoption gains traction for custom portfolios
“A better tool does not on its own make a better outcome,” said Humanity Labs CEO Andrei Pop.
“[Vestmark] bring to us the very scaled sponsor trading,” said Envestnet’s Sue Burton.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
