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 […]
July 11, 2026
Collaboration provides growth-minded RIAs with access to custody services through a digital-forward platform powered by an AI-native data lake Amplify Platform (“Amplify”), an enterprise platform built on […]
July 11, 2026
AI-powered meeting preparation reduces prep time by 60% Advisor360°™, the Autonomous Financial Platform™ built around the complete advisor workday, today announced the launch of Meeting Prep, […]
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 […]
June 16, 2026
YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, announced the launch of Y, a specialized AI agent purpose-built […]
May 26, 2026
Libretto, the “total wealth” advice platform for RIAs and family offices, recently achieved high client satisfaction ratings in the 2026 T3 / Inside Information Software Survey […]
May 21, 2026
The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders […]
May 20, 2026
Broadridge Financial Solutions, Inc. announced a strategic collaboration with Fispoke Inc. a private banking and lending platform built for the independent wealth market, to expand access to lending and […]
May 19, 2026
The Oasis Group, a leading technology consulting firm specializing in wealth management, in collaboration with AdvisorEngine Portfolio Solutions, Inc. (AEPS), released a new whitepaper titled “Scale to Win: Examining the […]
May 19, 2026
Flourish, a wealthtech platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, today unveiled Flourish Lending, a residential mortgage solution purpose-built […]
May 19, 2026
Orion and Flourish announced an expanded integration that helps advisors bring client cash more fully into the wealth management experience. The enhanced integration allows advisors to […]
May 18, 2026
OneVest, a leader in wealth management technology, is proud to announce the launch of ‘Next Best Action’, the first feature in its AI-Enhanced Suite—bringing transformative, AI-powered […]
May 12, 2026
Vestmark, Inc., a leading provider of wealth management technology and services, announced Vestmark Pulse, the first-of-its-kind AI intelligence solution that enables wealth managers to have 24/7 […]