The Oasis Group and Practifi Release White Paper on Strategic CRM Selection in Wealth Management February 12, 2026
Zocks Secures $45 Million in Series B Funding to Advance AI Platform for Financial Advisors January 27, 2026
Pegasystems Enhances Client Lifecycle Management with Advanced Agentic AI for Onboarding and KYC December 16, 2025
Zocks Launches AI-Powered Document Intelligence to Automate Financial Planning Data Entry December 3, 2025
Elevation Point Adopts OnBord for Accelerated Advisor Transitions and Client Onboarding October 28, 2025
OnBord Unveils Enhanced WealthTech Platform with Advanced Customization for RIA Client Onboarding October 23, 2025
Zocks Unveils Advanced AI Platform to Streamline Financial Advisory Workflows and Client Onboarding September 8, 2025
InvestCloud Unveils AI-Enabled Solutions for Wealth Advisors, Enhancing Productivity and Client Engagement August 6, 2025
Report by Xceptor and Crisil Coalition Greenwich Details Digital Transformation Trends and Challenges in Capital Markets July 13, 2025
YourStake Acquires First Affirmative, Relaunching as Formative to Broaden Advisor Support for Values-Based Investing May 24, 2026
NYSE President Lynn Martin Advocates for Global AI Governance and Inclusive Economic Growth at APEC Forum May 18, 2026
Pyxis Group and Principia Consulting Form Joint Venture for Global Commodity and Energy Markets May 18, 2026
Datavault AI Secures $60 Million in Registered Direct Offering to Fund Quantum-Ready GPU Edge Network Deployment May 6, 2026
