Browsing: Advisor

Envestnet’s Third Tech Release of 2026 Expands Report Studio, Streamlines the Client Portal, and Connects Tamarac Trading Data Directly into Tamarac CRM

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New research tracking Form ADV disclosures finds registered investment advisors embracing artificial intelligence are growing headcount, not cutting it. SEP 04, 2026 By Steve Randall

New bundled offerings will make it easy for students to combine Mentor Plus’s advisory training with UAC’s other certifications, coaching, and courses.

WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, has partnered with VastAdvisor, a governed AI organic growth operating system for the wealth management industry, to help advisory practices connect their organic visibility efforts with paid digital advertising.

Socium IT’s client-facing lifecycle management and back-office software is now available to the rest of the channel.

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Focus Partners Advisor Solutions LLC acquired a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 7,449 shares of the CRM provider’s stock, valued at approximately $1,167,000.