Zocks Secures $45 Million in Series B Funding to Advance AI Platform for Financial Advisors January 27, 2026
Edelman Financial Engines Adopts Orion Platform for Enhanced Advisor Technology and Investment Solutions January 23, 2026
Board Launches AI Agents for Enterprise Planning, Utilizing Microsoft Foundry and Azure AI January 21, 2026
Kestra Financial Enhances Advanced Planning Offering with New Leadership and RightCapital Partnership January 21, 2026
Domain Money Integrates Personal Tax Filing Services for Strategic and Comprehensive Members January 21, 2026
TaxStatus Unveils New Productivity Tools to Enhance Tax Preparation for Financial Professionals January 15, 2026
Lincoln Financial Introduces First Capital Group ETF Indexed Account Option for Fixed Indexed Annuities December 16, 2025
Uprise and HoneyBook Partner to Offer Embedded Tax and Financial Advisory Services for Small Businesses December 11, 2025
Prismm Selects William Mills Agency for Strategic Communications to Boost Inheritance Infrastructure Platform April 11, 2026
Pello Companies Acquires ByAllAccounts from Morningstar to Advance Open Finance and Wealth Management Data Capabilities April 11, 2026
