August 11, 2023
By Joel Bruckenstein, CFP With so much of the market’s attention focuses on the outcome of the upcoming transfer of TD Ameritrade accounts to the Schwab […]
June 3, 2025
Syntax Data, a financial data and technology provider offering data-optimized index solutions, and Donoghue Forlines, a Boston-based tactical investment firm that specializes in active risk-managed portfolios, […]
May 21, 2025
AdvicePay, an industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, recently announced the acquisition of AdvisorBOB, a leading independent advisor compensation software company. […]
May 19, 2025
Arete Wealth, a leading broker-dealer and registered investment advisory firm, is pleased to announce a new agreement with Orion, a premier provider of transformative wealthtech solutions […]
May 16, 2025
AdvisorEngine Inc.® announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools. During its […]
May 15, 2025
Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), announced the launch of its new AI assistant, Steve. Developed […]
May 14, 2025
TIFIN, a leader in AI for financial services, has announced the launch of TIFIN AXIS, a platform of AI agents designed to revolutionize middle office operations […]
May 13, 2025
Surge Ventures, a FinTech venture studio specializing in risk and regulatory innovation, announced the launch of SurgeONE.ai, the industry’s first integrated platform combining AI, expert services and secure […]
May 7, 2025
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced its strategic relationship with Cetera Financial Group* (‘Cetera’), the […]
May 7, 2025
Vestmark, Inc., a leading wealth management software and services provider, announced a strategic partnership with Corient, one of the nation’s largest and fastest-growing wealth advisors. Corient will utilize […]
April 23, 2025
If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping […]
April 23, 2025
The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Note Takers, sponsored by AdvisorEngine […]
March 21, 2025
Flourish announced that it has entered into a definitive agreement to acquire Sora Finance (Sora), an AI-driven liability optimization platform for advisors. The acquisition creates one of the […]