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 […]
February 11, 2026
The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘CRM Selection in Wealth Management: Beyond the Build-vs-Buy […]
February 11, 2026
Dispatch, a universal data orchestration layer for wealth management, announced development of Schwab Advisor Services’™ (“Schwab”) latest digital workflow technology integration to perform API-based account onboarding directly […]
February 11, 2026
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a strategic partnership with Wealth.com, an industry leading estate […]
February 10, 2026
Altruist, a tech-forward wealth platform for independent advisors, announced the launch of a new tax planning offering within Hazel, its transformative AI platform. The new capability […]
February 10, 2026
T3’s Technology Conference for financial professionals, which is widely known as the wealth management industry’s most established and trusted technology event, announced keynote speakers and more […]
February 4, 2026
Zocks, a privacy-first AI assistant for financial advisors, and Wealth.com, the modern planning platform for wealth management firms, announced a new partnership that uses AI to make […]
January 29, 2026
FINNY Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, announced a new relationship with Osaic, Inc.(“Osaic”), one of the nation’s largest providers […]
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 […]