Altruist Launches Hazel AI Platform for Wealth Advisors
September 9, 20255 min
Following Thyme acquisition, Hazel delivers intelligent, integrated AI built to supercharge advisor productivity
MassMutual, Orion Launch Integrated Wealthtech Platform
August 28, 20256 min
New WMS-Orion integrated platform streamlines advisor workflows, expands investment access, and delivers scalable support
Orion & GiftingNetwork Partner to Boost Charitable Giving Tools
August 19, 20255 min
White-labeled donor-advised fund solutions now available to Orion advisors through GiftingNetwork integration partnership
Amplify Reinvents Risk Assessment with Launch of QuantumRisk™
August 19, 20256 min
Proprietary risk engine gives advisors a radical upgrade from legacy models using a straightforward metric, helping build trust and protect portfolios from extreme market shocks
InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions
August 8, 20255 min
Intelligent Solutions Demonstrate Company’s Commitment to Creating a Smarter Financial Future for Wealth Management Partnerships with Leading AI Technology Firms smartKYC and Zocks Accelerate Smarter Client Onboarding, Proactive Risk Insights and Personalized Advisor-Client Collaboration
After 16 years at a legacy firm, Jason Oestreicher launches independent firm backed by Osaic’s tech-forward platform
GReminders Launches AI “Do Anything” Assistant for Advisors
July 24, 20256 min
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts
Horizon Launches 3 New ETFs for Modern Financial Advisors
June 27, 20256 min
Launches represent start of next wave of ETF introductions following firm’s introduction of Horizon-branded ETFs in Q1 2025
FP Alpha Launches Estate Insights 2.0 for Smarter Planning
June 3, 20256 min
FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process. This enhanced capability marks a significant evolution in how advisors approach estate planning. By harnessing advanced AI-powered data extraction, FP Alpha now delivers hundreds of data points up from 30 directly from estate planning...
FAYBL Launches Autonomous General AI Agent on Iress’s Xplan
May 28, 20254 min
FAYBL, a leading innovator in AI-driven financial advisory solutions, proudly announces the launch of its Autonomous General Agent and successful integration with the API of Iress’s (ASX:IRE) Xplan platform. Iress’s market-leading Xplan platform has more than 35,000 users and is used by 61% of planners in Australia. “The release of our General Agent marks a significant leap forward for financial advisors,” said Steven Goh, Cofounder and CEO of FAYBL. “The General Agent can manage entire complex workflows, completing...