Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to ...

AI-native wealth management platform ARQA has introduced a new module called AI Workflows, designed for streamlining wealth ...

NEW YORK, Nov. 5, 2025 /CNW/ - OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, is ...

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled 'Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe ...

Veteran Atlanta advisors Margaret Wright and Bradley Martin are building MartinWright Advisory around institutional-grade portfolios, next-gen tech and a plan to sell the firm to other advisors.

As AI becomes more deeply embedded in wealth management, many firms are deploying both internal chatbots and AI agents— ...

The field of competition in the wealthtech space has just gotten a little bit more crowded as a challenger CRM platform developed for advisors, by advisors enters the fray. A team of former advisors ...

GRAND-LANCY, Switzerland, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Temenos (SIX: TEMN), a global leader in banking technology, today announced it has been named a Leader in the IDC MarketScape: Worldwide ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

CRM is presently operating within the support range, prices from which it has made substantial recoveries in the past.