5+ day, 8+ hour ago   (513+ words) How today’s industry leaders are evolving wealth management and leaving it better than they found it. The CFP Board’s Dane Snowden discusses how the industry needs to prepare as consumer expectations, technology and the financial planning profession change. What will…...

3+ day, 8+ hour ago   (699+ words) The best model depends on what you want from your business, career and future. Something interesting is happening in wealth management: Independence has become so successful that, in some circles, it’s starting to feel less like an option and more…...

3+ day, 15+ hour ago   (559+ words) The fintech, which launched in 2021, now supports client assets totaling more than $500 billion and plans to further expand its AI capabilities and commercial team. Luminary, an artificial intelligence-native wealth transfer and administration platform, which launched in 2021, has raised $22 million in…...

4+ day, 8+ hour ago   (243+ words) Aqua calls its platform a turnkey alternative investments platform. The competitive field to build out the tech infrastructure to ease the use of alternative investments in the wealth channel just got a little more crowded as New York-based fintech Aqua…...

4+ day, 8+ hour ago   (269+ words) Zocks' Matt Halloran discusesses how AI is affecting the wealth management industry. Host Ryan Nauman welcomes Matt Halloran (“Matt GPT”), Chief Evangelist at Zocks, to discuss how AI is affecting wealth management and why many advisors still underuse it due…...

4+ day, 13+ hour ago   (494+ words) Halo Fund led the new round, bringing the total raised by the 5-year-old AI-native RIA, which manages $9 billion, to more than $200 million. Savvy Wealth, an AI-native registered investment advisor managing $9 billion in client assets, has raised $100 million in Series C…...

4+ day, 15+ hour ago   (468+ words) The fintech shortened its name to Conquest and unveiled a new visual identity to reflect its evolution into a broader financial-advice platform powered by its AI engine, SAM. Known as Conquest Planning since its launch in 2018, the fintech company has…...

5+ day, 9+ hour ago   (489+ words) Some investors are letting AI agents do their investing, but skeptics worry about the risks. State Street and UC Investments have launched an “endowment inspired” ETF. These are among the investment must reads for financial advisors this week. He’s Letting…...

1+ week, 2+ day ago   (994+ words) Only 6% of independent RIAs disclosed artificial intelligence use in March 2026 filings, yet those firms manage 11% of industry assets and increased headcount by 15%. With the avalanche of AI hype, product launches and announcements I’m constantly buried by, it is refreshing to…...

1+ week, 2+ day ago   (1332+ words) In other advisor tech news, Aquiline takes majority stake in Flourish, Carefull appoints a neuroscientist, FP Alpha launches tax planning tools, and Smarsh reports performance of AI agents. The investment focuses on integrating AI directly into workflows where registered investment…...