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Broadridge Financial Solutions. (2026, June 16). Aviso advances technology modernization with Broadridge's wealth platform. Yahoo Finance. https://ca.finance.yahoo.com/news/aviso-advances-technology-modernization-broadridges-113000089.html Canadian wealth services provider Aviso is collaborating with Broadridge Financial Solutions, Inc. to support the next phase of technology modernization for its Aviso Correspondent Partners business by deploying Broadridge's Wealth Platform

O'Connell, J. (2026, June 15). Agentic AI is not a chatbot. The Oasis Group. https://theoasisgrp.com/peaks-perspective/agentic-ai-is-not-a-chatbot/ Agentic AI differs from a chatbot because it takes action toward a defined objective across multiple systems through multi-step reasoning and tool use rather than producing a single response to a prompt. It is distinct from robotic process automation in that it can reason, adapt to exceptions, and route unusual cases for human rev

Here is a quick summary of recent Alts2Wealth activity: Altruist launches fully integrated alternatives capabilities in partnership with Blackstone, KKR, JPAM Franklin adds alternative assets models with Corastone RFG partners with iCapital for alternatives Morningstar partners with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch public/private model portfolios Stepstone and PitchBook launch private asset benchmarking product Robinhood's Venture Fund I (

Mili. (2026, June 15). First state financial management selects Mili, bringing AI-powered advisor workflows to community bank wealth management. PR Newswire. https://www.prnewswire.com/news-releases/first-state-financial-management-selects-mili-bringing-ai-powered-advisor-workflows-to-community-bank-wealth-management-302800293.html First State Financial Management, the wealth management subsidiary of the $4.5 billion First State Community Bank in Missouri, has selected Mili a

Shome, A. (2026, June 15). "We are very acquisitive": eToro considers buying wealth-tech firms, mulls banking licence. Finance Magnates. https://www.financemagnates.com/fintech/we-are-very-acquisitive-etoro-considers-buying-wealth-tech-firms-mulls-banking-licence/ eToro co-founder and CEO Yoni Assia confirmed that the Nasdaq-listed company is pursuing multiple acquisitions in the wealth-technology space following its public listing last year. The firm is in talks with two wea

Voss, M. (2026, June 12). Scale, differentiate, or get left behind: Inside the 2026 TAMP Growth Summit leadership panel. The Wealth Advisor. https://www.thewealthadvisor.com/article/scale-differentiate-or-get-left-behind-inside-2026-tamp-growth-summit-leadership-panel The Wealth Advisor's TAMP Growth Summit, held June 10, 2026, convened executives from across the outsourced wealth management ecosystem, with participating firms reporting roughly 32% annual asset growth in rece

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of June 12, 2026 AI Adoption Surges Among Investment Managers in 2026 Seven in ten investment managers now actively deploy AI in their front offices per SimCorp's 2026 InvestOps Report, up sharply from roughly one in ten a year earlier. With vendor stability ranked above feature sets and innovation overtaking efficiency as the top investment driver, buy-side firms are prioritizing trusted, consolidated technology part

HyperNorm AI, a Bengaluru-based startup building decision intelligence software for wealth advisers, has raised $2.2 million in a seed round co-led by Capital 2B and SenseAI Ventures. Boundless Ventures, iOPEX Technologies, and angel investors including Dr. Amit Sheth and Bhavin Manek also participated. Founded in 2024 by Keyur Faldu and Peeyush Jain, the company sells tools for registered investment advisers and wealth managers, and says it has paying clients across the US,

Haxell, J. (2026, June 9). Vestd secures Foresight backing for growth push. FinTech Global. https://fintech.global/2026/06/09/vestd-secures-foresight-backing-for-growth-push/ Vestd, a UK sharetech platform focused on equity inclusion for private companies, has secured a growth investment from Foresight Group in its first-ever institutional funding round. The investment will fund development of Vestd's infrastructure as a licensed PISCES operator under the Financial Conduct Au

D1g1t Inc. (2026, June 9). Goodreid Investment Counsel deploys d1g1t to scale operations and digitally transform the client experience. PR Newswire. https://www.prnewswire.com/news-releases/goodreid-investment-counsel-deploys-d1g1t-to-scale-operations-and-digitally-transform-the-client-experience-302792169.html d1g1t announced that Goodreid Investment Counsel has deployed its institutional-grade wealth management platform to support business growth and deliver a more connecte