July 10, 2026
Why is it that every time someone new becomes the CEO of the CFP Board, they come up with some bone-headed initiative without even understanding the […]
August 26, 2026
Vanguard and Altruist, an AI-forward wealth technology and custody platform serving financial advisors, announced that they have entered into a definitive agreement under which Vanguard will […]
August 26, 2026
YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, has released its highly anticipated PSN Top Guns […]
August 20, 2026
Financial advisors can use Joel Bruckenstein’s exclusive discount code to register for ADVISE AI at a special $350 rate. Joel Bruckenstein, CFP®, President of Technology Tools […]
August 18, 2026
YCharts, a leading investment research and client engagement platform trusted by thousands of financial professionals across North America, announced the appointment of Steve Bendt as Chief […]
August 12, 2026
Alto, a marketplace and custodian connecting retirement capital with private markets opportunities, announced the launch of advisor access to Alto Private Deal Room, a digital platform […]
August 12, 2026
Zeplyn, an AI operating system for wealth management, announced a new integration with Schwab Advisor Center®, the Schwab Advisor Services platform, that expands the reach of […]
August 12, 2026
Vanguard continues to expand its model portfolio offering with the introduction of Vanguard Custom Model Portfolios, providing financial advisors with customizable investment portfolios combining personalization with efficiency. […]
July 29, 2026
Genesis Risk Monitor, a portfolio analytics platform built for financial advisors and registered investment advisers (RIAs), announced the expansion of its advisor platform, introducing a unified […]
July 28, 2026
Koyfin, an investment research and portfolio analytics platform for financial advisors and investors, announced the launch of Daily Sync, a new feature for Client Portfolios that […]
July 22, 2026
Advyzon introduces new category of “All-in AI”, the new operating model for advisory firms Advyzon, a comprehensive wealth management technology and data platform for financial advisors […]
July 22, 2026
There are a handful of industry publications I never miss. At the very top of that list is Inside Information, Bob Veres’ monthly publication for financial […]
July 21, 2026
Registration is now open for the 2027 T3 Technology Conference, the wealth management industry’s longest-running technology conference for financial advisors and enterprise technology decision-makers, produced by […]