1+ day, 23+ hour ago   (408+ words) As advisory firms begin setting technology budgets for 2027, three product and operations leaders in wealth management technology say the clearest returns from agentic AI aren't coming from the advice conversation itself — they're coming from the operational work that surrounds it:…...

1+ day, 14+ hour ago   (692+ words) Artificial intelligence’s command of online search results played a role in legitimizing the romance scam allegedly perpetrated by phony financial advisor Taylor Chan and Daejon Love, a 35-year-old who pretended to be a wealthy investor and NFL player for the…...

2+ day, 15+ hour ago   (796+ words) Amid a barrage of fintech announcements in the lead-up to the hotly anticipated Future Proof Festival next week, Vanilla, SS&C and FinTurk rolled out a raft of AI-driven upgrades aimed at reducing the manual work advisors do to spot…...

3+ day, 48+ min ago   (507+ words) Financial advisors are stepping back from hands-on portfolio construction at an accelerating pace as younger planners demonstrate different ideas about where their time is best spent. According to the report, advisors now spend the majority of their time (59 percent) on…...

3+ day, 16+ hour ago   (481+ words) RIA startup Savvy Wealth has raised a $100 million Series C round led by the Halo Fund as the firm passes $9 billion in client assets under management. The latest investment gives Savvy a $600 million valuation and over $200 million in total funding…...

4+ day, 12+ hour ago   (776+ words) A San Francisco fintech company is betting that wealth management firms want more than AI-generated insights - they want AI that can actually run the operation. Feathery has unveiled Robin, an AI operations assistant designed to let insurance, wealth management, and…...

3+ day, 22+ hour ago   (578+ words) Artificial intelligence companies are minting more billion-dollar private startups than any other sector in 2026. As of August 2026, there are 1,843 unicorn companies globally, with the United States home to 945 of them, more than half the worldwide total. Anthropic, the San Francisco-based…...

3+ day, 23+ hour ago   (909+ words) The largest pools of capital in the world are sitting on a gap between intent and action and a new research report maps exactly what sits in between. The CPP Investments Insights Institute, the research arm of Canada Pension Plan…...

4+ day, 21+ hour ago   (527+ words) &Partners, the fast-scaling hybrid RIA firm with a focus on wirehouse breakaways, has selected Wealth.com as its enterprise-wide estate planning solution, giving more than 100 advisors access to a single, standardized planning system. The rollout, which began in August and…...

1+ week, 2+ day ago   (1031+ words) Registered investment advisors that have disclosed meaningful use of artificial intelligence are hiring more staff and outperforming peers on advisor productivity. The report analyzed Form ADV Part 2A filings submitted by 6,384 independent private wealth RIAs as of March 2026, the Securities and…...