Tag: financial advisors

Wealth.com, a leading end-to-end estate planning platform for financial advisors, has become the first to directly integrate with Advyzon, an all-in-one wealth management platform used by more than 2,400 advisors across the US.

CAIS has launched CAISey, an AI-powered assistant designed to revolutionise how financial advisors interact with alternative investment opportunities.

The wealth management industry is at a pivotal moment, shaped by shifting demographics, tightening regulation, and the growing demand for digital-first, personalised experiences. As firms...

Jump, a leading provider of artificial intelligence (AI) tools for financial advisors, has announced the acquisition of Mobile Assistant, a specialist in transcription services...

Aboon, an AI-powered FinTech platform transforming how financial advisors design and manage 401(k) plans for business owners, has raised $17.5m in seed funding.

Voya Financial has launched WealthPath, a new platform designed to strengthen its wealth management capabilities and empower financial advisors to provide more integrated and personalised financial guidance.

Wealth.com, a leading estate planning platform for financial advisors, has been selected as the official estate planning partner of Osaic’s National Planning Institute (NPI).

The world of wealth management is undergoing a profound shift, one that mirrors the evolving expectations of modern investors. Just a few years ago, clients...

Advisors are shifting into the role of data curators, guiding clients through an overwhelming sea of financial information by filtering and contextualising insights that...

Altruist, a modern custodian dedicated to transforming how financial advisors serve their clients, has launched Hazel, a new AI-powered platform designed specifically for wealth...