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
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts
Launches represent start of next wave of ETF introductions following firm’s introduction of Horizon-branded ETFs in Q1 2025
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, 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...
401GO, a next generation retiretech innovator, and Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, have entered into a strategic collaboration. Through this alliance, 401GO will leverage Apex’s advanced technology solutions to transform and expand its service offerings, delivering a retirement planning experience that is designed to rival a full-service investment platform. The collaboration will launch with mandatory retirement plan distributions, commonly known as automated force-outs, and will quickly expand...
The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program
Carefull, the first financial safety platform built specifically for older adults and their families, announces the launch of Carefull ScamCheck, an AI-powered scam detection tool designed to instantly detect, analyze, and prevent scams before they cause financial harm. With financial fraud and scams on the rise, Carefull ScamCheck empowers users to quickly determine whether a text message, email, voicemail, or piece of physical mail is likely a scam—providing easy-to-understand results with expert-backed guidance on what...
Carson Group to Bring Held-Away Cash Solution to its Advisors
