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 […]
September 23, 2026
RetireTax Scan Pro introduced a focused tax-return discovery workflow for financial advisors working with retirement-focused prospects and clients. The software uses manually entered, selected information from […]
September 16, 2026
PortfolioFuture launched an investment research platform designed to help financial advisors and investors discover stronger ETF and mutual fund alternatives and evaluate whether historical investment relationships […]
September 15, 2026
The first feature from Robinhood Cortex for Advisors is now rolling out inside Fusion, giving RIAs that custody with TradePMR proactive, AI-generated insights into a client’s […]
September 15, 2026
New platform gives advisory firms one place to create, preview, and control firm-specific workflows without developers or templates AdvisorCRM announced AdvisorCRM Studio (“Studio”), a flexible app-building platform that allows […]
September 15, 2026
Vanilla, an estate planning platform built for financial advisors, announced its next chapter with agentic AI at the core. The company is making estate planning a more powerful and […]
September 15, 2026
Firms can now build governed AI agents in Zeplyn and access them through Claude, ChatGPT, Copilot, Slack, and proprietary applications Zeplyn, the AI operating system for […]
September 14, 2026
Key Takeaways: • Schwab Advisor Services™ is the first RIA custodian included in Anthropic’s new Claude for Financial Advisors • The new offer brings together connectors and skills to help […]
September 14, 2026
Jump, a leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, introduced AI-assisted, real-time account opening, enabling advisors to move from a […]
September 9, 2026
Envestnet, a leading Adaptive WealthTech company serving more than a third of all advisors across all its platforms and $8 trillion in platform assets, announced a […]
September 8, 2026
Silicon Data, an independent data and transparency layer for the compute economy, and Syntax Data, an institutional index provider and financial data and technology company, announced […]
September 3, 2026
Panoramix™, a portfolio management and reporting platform for independent registered investment advisors (RIAs) and independent financial advisors, announces expanded Trading & Rebalancing tools available through Panoramix […]
August 28, 2026
Amplify Technology, LLC (“Amplify”), the AI-native RIA growth platform built on data lake architecture, announced that Brookwood Investment Group (“Brookwood”), a Phoenix-based registered investment advisor, has partnered with […]