November 4, 2025
Looking for guidance on which industry events will truly move the needle for your financial planning/investment advisory firm next year? The Kitces.com team has released its […]
November 11, 2025
Syntax Data, a financial data and technology provider offering data-optimized index solutions, and PM Insights, a leading independent market data provider for venture-backed private companies, today […]
November 11, 2025
Holistiplan, known primarily for its tax planning software, has been recognized with a 2025 WealthManagement.com Industry Award (the “Wealthies”) for its insurance and personal risk review […]
November 4, 2025
Looking for guidance on which industry events will truly move the needle for your financial planning/investment advisory firm next year? The Kitces.com team has released its […]
November 4, 2025
RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced a strategic partnership with Syntax Data (“Syntax”), a […]
November 4, 2025
The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘Agentic AI in Wealth Management: Why Strong Processes […]
November 3, 2025
Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced that Bruce Traan has joined the firm as President and COO of the […]
October 30, 2025
Wealth.com, a leading end-to-end estate planning platform for financial advisors, announced a new direct integration with Advyzon, the all-in-one wealth management platform trusted by more than […]
October 28, 2025
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has recently enhanced its integration with Schwab Advisor Services to incorporate […]
October 28, 2025
Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth planning and investment software, announced that it has been selected by Indivisible […]
October 23, 2025
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced details for the third annual 2026 Advyzon Conference, returning to […]
October 21, 2025
The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Prospecting Tools, sponsored by AdvisorEngine Inc.®, a provider […]
October 21, 2025
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and financial services, announced its acquisition of Mobile Assistant, a leader in advisor transcription services. […]