Global revenues hit record high in 2025 with sector growing at four times the rate of traditional financial institutions.
Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.
Traders will be able to connect their own third-party AI agents to the brokerage platform.
Virtual family office platform Strad and Ai-native CRM slant are also supporting centralization for advisors with newly inked partnerships.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
Plus, Asset-Map partners with Contio to elevate the advisor meeting experience, and MyVest claims an innovation in portfolio management with separately managed models.
The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
Hamachi's new model portfolio partnership and an industry-first solution from Vestmark join the growing wave of AI tools for wealth managers.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
New product gives advisors a structured way to introduce themselves to clients' heirs before assets change hands.
Retail investing platform beats forecasts as commodities offset weaker crypto trading.
Wu joins Orion after roughly 10-year stints at both Schwab and AssetMark, replacing former UBS executive Michael Mandelos who left Orion after one year.
Deal adds trust, custody and automation tools to strengthen services for advisors and plan providers.
The global asset manager and the self-styled private markets hyperscaler are making it easier for advisors to diversify portfolios at speed and at scale.
S&P Global report shows AI transactions hit record levels, with software dominating investor interest.
New AI integrations, which also includes intelligence from Pitchbook, is pushing advisor-grade investment data directly into the tools financial professionals already use.
Raymond James’ AI Academy offers advisors virtual training and workshops on the likes of AI prompting.
BlackRock's platform is providing richer private credit analytics on Preqin, while RedBlack engages CAIS to bolt alts trading into its rebalancing engine.
The reveal of 10 agent templates for banks, asset managers, and insurers comes just after its announced $1.5 billion joint venture with Blackstone, Goldman Sachs, and other Wall Street heavy-hitters.
