LPL Financial Launches Cash Management Account
November 13, 20254 min
New solution offers FDIC protection and modern banking tools — all within LPL’s integrated platform
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
SEI Expands Tax Management and Overlay Capabilities
November 13, 20255 min
ETF Integration, Tax Transition Expansion, and Enhanced Tax Optimization Helps Advisors Strengthen Portfolio Customization and After-Tax Outcomes for Investors
Holistiplan Recognised with Industry Award for Insurance Risk Review Tool
November 13, 20256 min
Wealthies Win Underscores Growing Demand for Integrated Insurance Planning in Wealth Management and Financial Planning
Arta Expands AI Platform to Empower Wealth Managers Globally
November 7, 20258 min
Bank of Singapore and Hong Leong Bank are adopting Arta AI, joining a growing network of banks and wealth platforms leveraging Arta's platform to transform their wealth offerings
Eton Alpha Brings Billionaire-Grade Wealth Management
November 3, 20256 min
EtonAlpha™ Combines the Power of a Family Office With The Ease of Use of a Money App So Ultra High Net Worth Individuals Can Effectively Manage Their Assets
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