Tag: financial advisors

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

Pave Finance, a New York-based next-generation WealthTech company specialising in portfolio automation and personalisation tools for investment advisors, has announced a major integration with...

Nevis, an AI platform for wealth management, has emerged from stealth with fresh backing as it looks to overhaul how financial advisors work. The company,...

For financial data providers, distributing data efficiently to advisors has long been a complex challenge. With advisors increasingly reliant on WealthTech platforms for everything...

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.