March 4, 2025
Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2025 T3/Inside Information Software Survey during […]
November 24, 2025
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, announced that it is expanding its investment in […]
November 19, 2025
GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announced the launch of AI Document Access, a significant enhancement to its flagship Do […]
November 18, 2025
FP Alpha, the AI-driven tax, estate and insurance planning tool for financial advisors, announced the successful integration of its platform with eMoney Advisor, a leading financial planning solution. […]
November 18, 2025
WealthLine, a demand generation technology provider that designs comprehensive artificial intelligence (“AI”) solutions for financial advisors, announced the launch of WealthReach, a prospecting and intent data platform […]
November 18, 2025
Altruist, the tech-forward wealth platform for independent registered investment advisors (RIAs), announced that Hazel, its powerful AI platform, can now uniquely draw on real-time Altruist account, beneficiary, […]
November 11, 2025
Syntax Data, a financial data and technology provider offering data-optimized index solutions, and PM Insights, a leading independent market data provider for venture-backed private companies, today […]
November 11, 2025
Holistiplan, known primarily for its tax planning software, has been recognized with a 2025 WealthManagement.com Industry Award (the “Wealthies”) for its insurance and personal risk review […]
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 […]
November 4, 2025
RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced a strategic partnership with Syntax Data (“Syntax”), a […]
November 4, 2025
The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘Agentic AI in Wealth Management: Why Strong Processes […]
November 3, 2025
Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced that Bruce Traan has joined the firm as President and COO of the […]
October 30, 2025
Wealth.com, a leading end-to-end estate planning platform for financial advisors, announced a new direct integration with Advyzon, the all-in-one wealth management platform trusted by more than […]