Bitwise Launches Model Portfolio Solutions for Digital Assets
February 4, 20268 min
Bitwise's offering gives financial advisors a crypto-themed approach to model portfolios, a $645+ billion market that shapes how client allocations are built.
GTCR Completes Sale of Worldpay to Global Payments
January 21, 20266 min
GTCR, a leading private equity firm, announced today that it has closed the previously announced sale of Worldpay, a global leader in merchant acquiring and payments processing, to Global Payments (NYSE: GPN) as part of a transformative three-way transaction. The sale of Worldpay represents one of the largest strategic sales in the history of the private equity industry. In April 2025, GTCR signed a definitive agreement under which Global Payments agreed to acquire Worldpay from...
Pluto Launches AI-Powered Lending Platform for Private Markets
January 12, 20265 min
The company also announced $8.6 million in seed funding from Motive Ventures, Portage, Apollo, and Hamilton Lane to build AI-powered credit infrastructure that enables financial advisors and their high-net-worth clients to borrow against private equity, venture, and alternative assets without selling. Pluto Financial Technologies, Inc. has launched the first AI-powered lending platform purpose built for private markets, backed by Motive Ventures, Portage, Apollo Global Management, Hamilton Lane, Tectonic Ventures, and Broadhaven Ventures. Pluto has raised...
ACM Partners With WealthFeed AI-Powered Lead Gen to Fuel Organic Growth
January 7, 20266 min
Financial advisors participating in ACM’s PathFinder platform, which provides solutions for 401(k) and other retirement plan participants, gain access to WealthFeed
Envestnet Unveils Fourth Quarter Tamarac Platform Enhancements
December 29, 20255 min
Envestnet, a leading provider of Adaptive WealthTech for financial advisors, today announced the rollout of its fourth-quarter platform technology updates for the Envestnet | Tamarac platform, delivering meaningful improvements designed to help RIAs scale more efficiently, reduce operational risk, and deliver a more consistent client experience across growing books of business. As RIAs face rising client expectations, margin constraints, and increasing regulatory complexity, the Q4 Tamarac release is squarely focused on removing friction from daily workflows: particularly...
Sound Point, CAIS Partner to Expand Private Credit Access for Advisors
December 5, 20253 min
Sound Point Capital Management, LP, a leading global alternative credit manager with over $45 billion in assets under management, announced a new partnership with CAIS, the leading alternative investment platform for financial advisors. The collaboration is focused on expanding access to Sound Point’s institutional-quality private credit strategies through the wealth management channel. “We’re excited to bring Sound Point’s longstanding expertise in private credit to a broader audience of financial advisors and their clients,” said Stephen...
Arete Wealth, Pontera Partner to Empower Advisors with Secure Access
November 13, 20254 min
Integration empowers advisors to securely connect to clients' workplace retirement assets for holistic planning, optimization, and more
PreciseFP Launches AI Tools for Advisor Data Collection
November 5, 20256 min
Docupace’s award-winning platform transforms how financial advisors capture critical info and engage clients
Envestnet Elevate 2026 Conference Registration Open
October 29, 20254 min
Envestnet Elevate Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders to Showcase How Adaptive WealthTech Drives Productivity & Growth to Create a Lasting Competitive Advantage Envestnet announces that registration is open for Envestnet Elevate 2026, scheduled for May 19-20, 2026 at the Phoenix Convention Center in Phoenix, AZ. More than 2,000 professionals from registered investment advisors (RIAs), broker-dealers, and asset managers are expected to converge at this year’s top industry conference. The agenda will...
BeyondWill Launches AI Estate Planning Assistant for Advisors
October 16, 20253 min
WiseAI helps advisors stay ahead of life changes, protect client relationships, and deliver ongoing value.