Advisors Are Hungry for Transformative Tech
Advisors are retooling their practices to better serve a new generation of investors.
Category: Online News Press
WealthStack Roundup: Addepar Unveils AI Agents, Data Tools at AddeConf26
The $9 trillion platform provider also enhanced Addison AI and introduced new private markets functionality, while YourStake acquired First Affirmative and Envestnet upgraded MoneyGuide.
Zephyr’s Adjusted for Risk: Why 2026 Is A "Prove It" Year for Many AI Stocks
Sal Esposito of Zacks Investment Management on why equity markets may be in an AI “prove it” year that refocuses stock selection on fundamentals.
The WealthStack Podcast: AI’s Client Engagement Frontier with A.J. De Rosa
Intellebox's A.J. De Rosa details what separates artificial intelligence as a feature from it as a firmwide strategy.
SEC’s Peirce to Depart Wall Street Regulator for Law School Job
Peirce’s exit could leave what is supposed to be a five-person, bipartisan commission with just Chairman Paul Atkins and Republican Commissioner Mark Uyeda.
Edelman Financial Engines Names New CFO, Restructures Wealth Planning Team
The $300 billion RIA brings on Steve Gaven from SageView Advisory and names Ro Mehrotra to lead its wealth planning division, among other executive…
Envestnet Elevate
Envestnet Elevate May 19, 2026 TO May 21, 2026 | Phoenix Envestnet Elevate will take place in Phoenix, AZ on May 19-20. It is…
These 11 Automatic Cat Feeders Were the Best We Tested in 2026
We tested some of the most popular automatic dry- and wet-food pet feeders to see which ones are worth the money.
Elon Musk Loses Landmark Lawsuit Against OpenAI
The nine-member panel took only two hours to return a verdict in favor of OpenAI on Monday, which the judge quickly adopted as her…
SEC Public Company Enforcement Remains Low in FY 2026’s First Half
The agency brought just five cases against public companies and subsidiaries, up from three in the second half of the last fiscal year but…