Tag: AI

UBS invests in Finster AI; Amplify Technology partners with Ned Davis Research; Integrity makes 2 new AI partnerships; and more.

Features include monthly projections, actionable guidance and customer credit if a compliance commitment is missed.

WealthReach acquires AdvisorRankings; Zocks launches scheduling tool for adviser workflows; Retirement Health Solutions joins Integrity; and more.

Vise partners with Alpha Architect for portfolio modeling; FinTurk launches FormFiller, CashSweep for advisers; and OneDigital selects JiffyAI for investor...

Advisory firms no longer require outside specialists to devise artificial intelligence strategies, as stronger models have ‘leveled the playing field.’

D1g1t launches MCP servers for advisers; Smartria releases SmartArchive for communications; and Mariner partners with Humanity Lab for AI workforce.

In a higher-for-longer rate environment, a mid-year outlook by Fortress Investment Group predicted that private credit will outperform private equity.

Voya Partners expands SinglepointAI partnership; Amplify launches custody solutions for RIAs; First Recon AI rolls out security platform; and more.

Nearly 70% of advisers believe artificial intelligence has had a positive effect on their industry, according to Edward Jones.

Candidly releases Trump Accounts guidance; OakPath launches personal coach ‘Aggi’ for retirees; and Vestmark opens AI research center.

CentSight launches platform for business owners; RightCapital releases Agent Iris; and Advisor CRM Debuts Ember for Client Engagement.

Artificial intelligence is an integral and unavoidable component of mergers and acquisitions, according to a recent survey of global dealmakers.

YCharts releases agents for financial advisers, asset managers; Zocks launches client query platform for advisers; Wallace Finance offers custom indexing,...

More than 80% of employers are interested in using artificial intelligence to help workers better understand their benefits, according to...

BetaNXT partners with DeepSee for adviser, client retention; Janus Henderson builds investment, client tools with Percepta; DeepVest introduces firm-level governance...

A corporate survey found 80% of respondents said their managers had a ‘hands-off’ approach to artificial intelligence.

The financial technology executive succeeds Mike Fanning, who will remain as a strategic adviser.

FMG launches marketing intelligence system for advisers; Zocks provides tech for Hightower advisers; Broadridge extends partnership with Kyndryl for digital...

With widespread familiarity among agents and Anthropic’s recent release of agent templates, artificial intelligence is proving to be far more...

Hamachi partners with Modelist to deliver portfolio intelligence; Altvia connects private markets data to firm tools; OneStream releases blueprint for...