Business Wire

Interactive Brokers Enhances Web-Based Trading Experience for Financial Advisors Globally

GREENWICH, Conn.--(BUSINESS WIRE)--Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, has introduced significant enhancements to its web-based Advisor Portal, bringing advanced ...
Yahoo Finance

Voya Financial launches WealthPath platform for its financial advisors, expanding wealth management capabilities inside and outside retirement plans

BOSTON, October 01, 2025--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA) today announced the launch of its WealthPath platform, a significant advancement for Voya Financial Advisors ...
Forbes

How Financial Advisors Can Use Tech To Improve Client Relationships

With every click and swipe, the way we live, work and connect has been reshaped by technology. As our clients' expectations evolve, so too must our approach to meeting their needs. Technology is ...

Sherman Portfolios Releases the Sherman Launch System (SLS), Delivering Real-Time Market Signals and Research for Financial Advisors

COEUR D’ALENE, Idaho, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Sherman Portfolios, LLC (SPL), an SEC-registered investment adviser, ...
Business Wire

Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning

SALT LAKE CITY--(BUSINESS WIRE)--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership ...
InvestmentNews

Focal raises $5m to bring AI automation to financial advisors' workflows

A technology startup that wants to revolutionize the workflow of financial advisors with AI, has attracted millions of dollars from investors in a new fundraise. San Francisco–based Focal is building ...