March 10, 2026
Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2026 T3 / Inside Information Software […]
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 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 […]
May 5, 2026
Charles Schwab announced the availability of the firm’s first generative artificial intelligence capability for retail investor clients. Designed to help provide greater clarity to investing, the […]
April 23, 2026
CapIntel, a pioneer in financial technology solutions transforming how wealth professionals communicate investment insights, announced the launch of its new tax analysis feature, a built-in capability […]
April 22, 2026
Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform. Savvy Intelligence […]
April 21, 2026
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, announced that it has rolled out Val, an […]
April 21, 2026
Citi Wealth announced a strategic agreement to partner with Advyzon Enterprise Solutions and Advyzon Investment Management (Advyzon) to deliver a Global Unified Managed Account (UMA) Program […]