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.
Docupace Named Top Innovator in 2025 5-Star Tech Awards
October 15, 20254 min
Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today announced its inclusion in InvestmentNews 5-Star Technology, a distinguished roundup highlighting the most innovative and powerful technologies serving the wealth management industry. Investment News’ 30+ strong Intelligence Unit compiled the final winners list after a rigorous process, canvassing the opinions of objective industry experts and collating leading-edge research. The prestigious list of honorees was then matched with 5-Star...
SEI Appoints Chief Revenue Officer for U.S. Private Banking Business
October 8, 20255 min
Ecosystem of Capabilities and Focus on Business Expansion to Drive Strategic Growth
Fruitful Launches Money Map, Automates Financial Advice Execution
September 30, 202510 min
Money Map Automatically Sets Up Accounts, Funds Routing Rules, and Automated Transfers Across Bills, Spending, Saving, and Investing, Helping Members Follow Through on Advice and Reduce Financial Stress
Dynasty Secures $125M Credit Facility to Fuel Growth and Innovation
September 30, 20254 min
Commitments from UMB Bank, Flagstar, J.P. Morgan, and Goldman Sachs Add to Dynasty’s Fortress Balance Sheet Position
Savvy Wealth Names Anshul Sharma as New CIO
September 24, 20256 min
Veteran wealth management executive to establish institutional-grade CIO function, expand alternatives and thematic investment offerings
Tilt Raises $7.1M to Launch AI-Powered Direct Indexing Platform
September 23, 20254 min
Funding will accelerate Tilt’s mission to commoditize direct indexing and transform wealth management into a preference-driven collaboration
Phemex Launches On-chain Earn for Streamlined Crypto Staking
September 22, 20254 min
Phemex, the most efficient crypto exchange, announced the launch of On-chain Earn, a new staking service that integrates proof-of-stake rewards directly into the platform. The introduction of On-chain Earn marks a significant enhancement to Phemex Earn, its wealth management product, providing users with a streamlined mechanism to generate competitive yield on assets such as ETH and SOL without navigating external wallets or decentralized applications. By integrating staking protocols into Phemex, On-chain Earn improves capital usage for clients: assets remain within a unified account, rewards...
M2 Shifts to Digital Asset Wealth Platform for Institutions
September 16, 20255 min
M2 refocuses strategy to exclusively provide digital assets investment services for HNWIs, Family Offices, and Institutional Investors