Libretto, the "total wealth" advice platform for RIAs and family offices, recently achieved high client satisfaction ratings in the 2026 T3 / Inside Information Software Survey 1 - a widely referenced ...

Jeremy Fehr of SIA Wealth on why advisory firms must treat AI as client infrastructure, not a cosmetic upgrade, or risk being ...

And so it's notable this month that the specialized planning technology platform Wealth.com has announced a whopping $65 million Series B funding round led by Charles Schwab, which per its press ...

The financial technology provider says its autonomous AI handles millions of transactions monthly across post-trade and client services ...

TIFIN.AI, an AI platform for wealth, today announced the launch of TIFIN Australia, marking a significant step in the firm’s ...

New York-based wealth management platform Farther announced raising $150 million in a Series D funding round anchored by growth equity firm General Atlantic.

Field, a new wealth management technology company led by Bill Crager, co-founder and former chief executive of Envestnet, launched with the goal of creating an integrated data layer underneath the ...

The collaboration focuses on helping financial institutions modernise complex legacy environments, improve operational ...

Financial advisors and RIAs are entering a more demanding phase of investment technology in 2026. Basic portfolio reporting ...

Advisors want software to be as easy as ordering a ride or meal delivery, industry experts say. To close the gap between ...

Adam Grossman, the Boston-based financial advisor who founded Mayport, sat down with Christine Benz on Morningstar’s The Long ...