Beltway & Beyond SurgeONE.ai To Consolidate Regulatory Tech Stack For United Planners Partnership Brings United Planners’ Compliance Automation, Cybersecurity And Data Integration Onto A Single AI-Based Platform By WSR Newsroom / 4 Mar 2026
On The Rise RBC Survey: High Net Worth Women’s Economic Power Is Rising Millennial Women’s Wealth Is Outpacing Men’s, Heralding A New Era Of Financial Dominance Among Advisors’ Younger Wealthy Clients, RBC Wealth Management Says. By Jeff Berman / 3 Mar 2026
Upmarket Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag AI Upgrade To Google Finance Supports Research, Allows Firms To Optimize Use Of For-Pay Tools By WSR Newsroom / 3 Mar 2026
Newsmakers Sowell Management Adds Altruist As Custodial Partner Partnership Intended To Add AI And Technology Capabilities To Sowell By WSR Newsroom / 3 Mar 2026
Wallet Share AcquireUp Masterclass Focused On Seminars As A Growth Engine 2026 Event Spotlighted Disciplined Execution, Data Transparency And Estate Planning By WSR Newsroom / 3 Mar 2026
Upmarket Study: Evolving Client Expectations Are Reshaping The Role Of Legacy And Estate Planning Wealth.com And Compound Insights Study Says Family-Wide Engagement Correlates With Stronger Reported Business Outcomes By Jeff Berman / 26 Feb 2026
Wealthtech Orion: Advisors See AI And Automation As Top ‘Force Multiplier’ Although 73% Of Advisory Firms Are Leveraging AI, Only 5% Have Implemented Cross-System AI Integration, According To The Results Of An Orion Survey. By Jeff Berman / 25 Feb 2026
Newsmakers Integrated Partners Launches Private Wealth Brand With A Business-Owner Focus Led By Homer Smith, Integrated Private Wealth Focuses On Guiding Clients Through Liquidity Events By Jeff Berman / 25 Feb 2026
Newsmakers $1 Billion Seven Bridges Launches And Joins NewEdge From Ameriprise Firm Seeks To Enhance Services, Technology And Solutions Flexibility By WSR Newsroom / 25 Feb 2026
