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 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 has announced AdvisorCRM Studio (“Studio”), a flexible app-building platform that allows […]
September 15, 2026
Vanilla Enters Its Next Chapter of Agentic Estate Planning Vanilla, an estate planning platform built for financial advisors, has announced its next chapter with agentic AI at the core. The […]
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 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 […]
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 $150 rate. Joel Bruckenstein, CFP®, President of Technology Tools […]