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...
Apex Fintech Solutions and 401GO Announce Strategic Collaboration
April 30, 20254 min
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...
Savvy Wealth Names Ex-Pathstone GC as Legal & Compliance Head
April 17, 20256 min
The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program
Carefull Launches ScamCheck to Protect Older Adults from Fraud
April 14, 20254 min
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...
Flourish Announces Relationship with Carson Group
April 14, 20254 min
Carson Group to Bring Held-Away Cash Solution to its Advisors
Three areas for banks to watch in 2025
April 9, 202513 min
In 2025, community banks must adapt to digital wealth solutions, avoid distractions from new core systems, and leverage payments data for growth and customer loyalty.
CAIS Launches Alternative Investments Models Marketplace
March 25, 20255 min
CAIS Models Marketplace enables wealth management firms to host and access multi-asset and multi-manager alternative investment models while giving advisors a more efficient way to integrate alternatives into client portfolios.
Andrius Načajus will become the CEO of INVL Asset Management
March 24, 20255 min
The new CEO of INVL Asset Management, the leading alternative asset manager in the Baltics, as of 1 April will be Andrius Načajus, a finance executive with many years of experience. He is replacing interim CEO Audrius Matikiūnas, the company’s Head of Business Development. Andrius Načajus will also be a member of the board of INVL Financial Advisors, the financial brokerage company operating under the brand name INVL Family Office. The Bank of Lithuania’s permission...