November 4, 2025
Looking for guidance on which industry events will truly move the needle for your financial planning/investment advisory firm next year? The Kitces.com team has released its […]
January 28, 2026
Focal, the AI-powered productivity platform purpose-built for financial advisors and enterprise wealth teams, announced an integration with Shaping Wealth, a leading provider of behavioral science-based learning and […]
January 26, 2026
Advyzon Investment Management (AIM), a seamlessly integrated unified investment solutions platform through the comprehensive wealthtech platform Advyzon, announced an exciting new relationship with Schwab Asset Management®, offering Wasmer Schroeder® Strategies, […]
January 22, 2026
AdvisorEngine®, the financial experience company, deepened its commitment to developing innovative solutions for financial advisors, announcing wealthtech veteran Tim Foley as the company’s first Head of […]
January 22, 2026
Orion announced its collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment management solutions in support of EFE’s planning teams. EFE, one of […]
January 22, 2026
Flourish, a wealthtech platform that helps registered investment advisors (RIAs) grow by evolving from holistic advice to holistic implementation, announced the launch of its QuickBooks and […]
January 22, 2026
Aidentified, Inc., a Wealth Networking Intelligence™ platform, announced the launch of its new Starter Plan, expanding access to AI-powered relationship intelligence with greater flexibility and cost […]
January 22, 2026
Jump, a provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a strategic partnership with Focus Financial Partners (‘Focus’), an interdependent partnership […]
January 20, 2026
BX Partners, a research-driven investment consulting platform serving chief investment officers (CIOs), financial advisors, registered investment advisers (RIAs), and broker-dealers, announced the launch of BX Risk Shield™, […]
January 15, 2026
Income Lab Teams Up with Cetera to Deliver Scalable, Tax-Smart Retirement Planning Tools to Advisors
Income Laboratory, Inc. (Income Lab), the award-winning provider of dynamic, tax-smart retirement planning software, announced a partnership with Cetera Financial Group (“Cetera”), the premier financial advisor Wealth Hub. […]
January 14, 2026
I don’t think the T3 pre-conference “AI University” (March 9, 2026, in New Orleans) is getting the attention it deserves. If you’re not familiar with T3 […]
January 13, 2026
VRGL, a growth solution for wealth management firms, announced a strategic relationship with Focus Financial Partners (“Focus”), an interdependent partnership of wealth management, business management, and […]
January 9, 2026
iAltA Holdings, the WestCap-backed private markets infrastructure company, announced the acquisition of BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and […]