Finpace, an AI-powered workflow platform, announces a breakthrough in financial advisory workflows, automating data gathering ...

A Streamlined Advisor Experience The new NDEX–Schwab integration delivers: Integrated Single Sign-On (SSO) Advisors can now move instantly and securely between NDEX and Schwab using a unified ...

When a new client is ready to begin working with you, the last thing they want is to be subjected to a clunky or disorganized onboarding process. After all, this is the beginning of your professional ...

Funding will fuel product expansion, accelerate enterprise adoption and embed artificial intelligence (AI) that automates workflows directly inside advisors’ existing tech stack Focal, the AI-powered ...

NASHVILLE, Tenn., Sept. 10, 2025 /PRNewswire/ -- The Pacific Financial Group, Inc. (TPFG) is proud to announce it has been named a winner of the 2025 Celent Model Wealth Manager Award in the category ...

If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. his collaboration will see Sikoia’s document processing technology ...

Artificial intelligence tools are projected to radically alter the wealth management industry, with new platforms promising to help advisors expedite administrative work and sharpen investment ...

Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a significant part of client assets if not managed carefully. Processing ...