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Wealth management is not simply adopting another generation of technology. It is entering a more fun...
In other advisor tech-related news, Focus Financial partners with AI provider Nevis, Deepvest rolls out financial planning suite and Acorns has acquired a social investing app.
In other advisory tech news, Altruist expands alts marketplace, Snappy AI launches, another acquisition for F2 and InvestCloud launches Altic.
In other advisor tech news, Aquiline takes majority stake in Flourish, Carefull appoints a neuroscientist, FP Alpha launches tax planning tools, and Smarsh reports performance of A...
Wealth enterprises are leaving revenue on the table - a Canadian software firm enters new partnership with strategic consultancy
Pete Engelken explains how $40 billion Allworth’s early move to manage its data has set it up to leverage a list of AI-driven vendors from Jump to Anthropic.
Envestnet brings AI widgets and interactive dashboards; Amplify adds account-level risk tools; Zeplyn launches Agent Studio; and other advisory tech news.
A leadership blueprint for turning AI, data, and platform modernization into scalable advice, differ...
In other advisor tech news, Morningstar and PitchBook sign a deal with Google’s Gemini for information sharing, AssetMark launches Talk Tracks to convert portfolio data into client...
India’s fintech story is moving beyond payments and credit as rising incomes and longer lifespans create a growing need for personalised wealth advice. But access to independent, a...
Artificial intelligence is fast becoming wealth management’s defining technology priority. But as fi...
Fitch Ratings assigns wealth managers a score of 40 in its AI stress test, flagging fee pressure and commoditization of advice as key threats
The fintech, which launched in 2022, now supports client assets totaling more than $500 billion and plans to further expand its AI capabilities and commercial team.
Hightower’s growing Signature Wealth channel goes with wealth data ‘orchestrator’ Dispatch to manage back-office operations, including advisor and client onboarding.
Finloop has secured more than US$10 million in Series A+ funding from strategic investors including HSBC and People’s Capital. The Hong Kong-based wealthtech platform announced the...
The transaction brings institutional-grade trading and tax transition technology to Envestnet's platform, connecting advisors, traders and portfolio managers.
The new AI agent is built on proprietary technology and draws exclusively from a walled garden of Wealth Management's own content.
The monthly Connected Ecosystem Support Fee has sparked debate over transparency, pricing models and who ultimately bears the cost in an AI-driven advisory landscape.
Discover how leading wealth advisors are leveraging AI to enhance efficiency, manage risk, and strengthen their value proposition in an increasingly technology-driven industry.
The deal aims to streamline tech integration for banks, credit unions, RIAs and broker/dealers seeking to modernize wealth management products.
The former PayPal and Intuit CEO’s new self-directed platform aims to democratize wealth management strategies for investors without requiring minimum balances.
I was at a presentation last week where a guy from Canada shared the Wealthsimple story. I was not familiar enough with it, although I had heard of them, but the guy showed their a...
New research shows nearly 40% of investors want detailed, actionable retirement plans, pushing advisors toward specialized distribution-phase technology, plus news of the week from...
Tieto Banktech has been selected for the InsurTech100 2026, recognizing our innovative approach to combining risk management and wealth management on one platform and supporting ne...
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