Stories by Priya Subramanian
Fintech · 1d ago
Jump's AI account opening beta targets Schwab and Fidelity onboarding
Fintech · 1d ago
PureFacts-Ascentix partnership targets RIA fee leakage as PE pressure mounts
Fintech · 2d ago
Morningstar Direct AI launches with three agents for fund research and distribution
Fintech · 3d ago
AI research tools reshape retail investing, led by California, Ohio and Colorado
Fintech · Oct 1
DeepVest, Vanilla, Libretto launch advisor tools for startups, notarization, education
Fintech · Oct 1
Vanguard survey: AI use boosts investor trust in human advisors
Fintech · Oct 1
InvestmentNews 5-Star Technology 2026: AI and Data Tools Lead Advisor-Focused Innovation
Fintech · Sep 30
Zocks launches Claude plugin with seven advisor workflow skills
Fintech · Sep 29
Arch expands AI diligence tools for RIAs and family offices
Fintech · Sep 25
Northwestern Mutual selects Jump for enterprise AI; SEIA and Snappy Kraken make moves
Fintech · Sep 25
AllianceBernstein CEO transition, Broadridge, Wedbush, Alaris make senior hires
Fintech · Sep 23
Meta's AI assistant sparks 6% drop in LPL, Schwab shares as advisors face fee pressure
Fintech · Sep 21
AI chatbots flunk financial queries 57% of the time, Saturn benchmark finds
Fintech · Sep 17
AdvisorCRM and Zeplyn launch no-code tools for custom AI workflows
Fintech · Sep 17
Amplify adds account-level risk scoring, unified trade desk, and SSO to Addepar portal
Fintech · Sep 16
InvestmentNews 2026 5-Star Tech Awards: 42 winners, AI governance and data integration take center stage
Fintech · Sep 15
Pave Finance raises $15M Series A at $100M valuation for AI portfolio tools
Fintech · Sep 15
Vestmark sees bigger tech budget after Envestnet's $2T asset acquisition
Fintech · Sep 15
Broadridge launches US digital asset platform for wealth firms
Fintech · Sep 14
Conquest opens AI planning engine to independent RIAs with self-serve tier
Fintech · Sep 11
Fake NFL Player Scam Exploits AI Search Gaps, FBI Says
Fintech · Sep 11
CogniCor adds six board members as RIA AI adoption drives headcount gains
Fintech · Sep 10
Vanilla, SS&C, FinTurk Debut Agentic AI Tools to Automate Advisor Workflows
Fintech · Sep 9
Envestnet to acquire Vestmark in deal adding $2T in assets
Fintech · Sep 9
Orion launches Advisor Trading with firm-level permissions
Fintech · Sep 8
Wealth.com lands &Partners estate planning deal as advisor demand for planning tech climbs
Fintech · Sep 4
Envestnet boosts Tamarac spend to $35M as RIA tech race intensifies
Fintech · Sep 2
Archive Intel-Zocks Integration Automates AI Meeting Note Compliance
Fintech · Aug 31
Brookwood taps Amplify for data platform as RIA assets triple to $1.5B
Fintech · Aug 31
Survey: 67% of Americans Want Retail Access to AI Investment Gains
Fintech · Aug 27
Practifi launches AI-native CRM Sentir as RIA tech competition intensifies
Fintech · Aug 27
April's IRS Data Integration Boosts Tax Planning for RIAs
Fintech · Aug 26
US fintech investment hits $80.8B in H1 2026, KPMG reports
Fintech · Aug 25
WealthReach and VastAdvisor Unite to Merge Organic and Paid Prospect Targeting
Fintech · Aug 21
VastAdvisor Raises $1M SAFE Round Led by Industry Executives
Fintech · Aug 18
Edward Jones unveils hybrid digital advice platform aimed at younger investors
Fintech · Aug 18
Siebert expands FusionIQ stake, signs 10-year wealth tech pact
Fintech · Aug 13
Wealthtech Integrations Target Advisor Efficiency Across Portfolio, Content, and Account Opening
Fintech · Aug 12
Advisor360 CEO: Ambient AI, not smarter models, will define wealth tech's next decade
Fintech · Aug 11
Nitrogen's AI Insurance Center Scores Coverage Gaps for Advisors
Fintech · Aug 10
Linqto's Bankruptcy Exit Stalls as Forge Refuses Trustee Role, Escalating Legal Battle
Fintech · Aug 10
Linqto's Bankruptcy Recovery Delayed as Forge Refuses Trustee Role
Fintech · Aug 10
Meta's AI Pivot Strains Cash Flow as Capex Hits $135B Ceiling
Fintech · Aug 10
Beacon Pointe Co-Founder Shannon Eusey Joins CogniCor Advisory Board
Fintech · Aug 7
Astraeus launches with $10M to unify wealth management data infrastructure
Fintech · Aug 5
AI Voice-Cloning Scams Target Point72, Citadel, Millennium and Two Sigma
Fintech · Aug 5
Dispatch Forms Advisory Board with Ex-Hightower, Focus, eMoney Execs
Fintech · Aug 5
Dimon rallies 40+ firms to build cross-sector AI risk coalition
Fintech · Aug 3
FMG Suite Bolsters Leadership with AI and Enterprise Sales Hires
Fintech · Jul 31
Red Oak-MirrorWeb and WealthReach-AdvisorRankings Deals Reshape Compliance and AI Search
Fintech · Jul 31
Red Oak and WealthReach Acquisitions Signal AI-Driven Consolidation in Wealthtech
Fintech · Jul 30
Mercer Advisors and Compound Planning Launch AI Platforms for Family Office Services
Fintech · Jul 28
Orion and RFG Advisory target account-opening delays with new digital tools
Fintech · Jul 27
Betterment Cash Sweep Suit Highlights Industry Conflict, Max CEO Says
Fintech · Jul 23
Advyzon, FinTurk, Zeplyn Roll Out AI Tools to Cut Advisor Busywork and Boost Oversight
Fintech · Jul 23
Osaic Expands RISR Partnership as 11,000 Advisors Target Business Succession Planning
Fintech · Jul 21
Envestnet Debuts Unified Trading Platform to Replace Legacy FolioDynamix Tools
Fintech · Jul 21
Orion Tops $6 Trillion in AUA, Expands Denali AI into Three Tiers
Fintech · Jul 19
F2 Strategy Acquires Toronto's Intelligo Partners to Bolster Canadian Investment Tech Consulting
Fintech · Jul 17