WealthStack

The planning provider has seen significant demand from advisors, contributing to the rollout of RightRisk.

IndexGPT is a new range of thematic investment baskets created with the help of OpenAI’s GPT-4 model.

Also, BlackRock invests in Willow, Betterment For Advisors expands its partnership with XYPN and Fusion IQ introduces FIQ Freedom.

Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.

While the firm's sales and marketing teams will benefit first, Franklin Templeton hopes the technology will have broader applications for financial services.

Guidelines for taking a deeper look at the ways your firm is leveraging each system and how they all work together.

Advisor Eric Franklin discusses how the $39 million AUM firm gets the most out of Advyzon while keeping an eye on its competitors.

Also, a new F2 Strategy study suggests firms must be responsive to digitally native affluent millennial clients to keep their business and MyVest expands tax-aware portfolio transitions for its Strategic Portfolio System.

Fanning spent 17 years with MassMutual, the third-party technology provider’s largest customer, before retiring last year.