Manulife Wealth & Asset Management is turning artificial intelligence into a strategic ally for its investment research teams. The firm’s newly launched AI Research Assistant is designed to streamline public markets analysis, transforming vast data into actionable investment insights while cutting document review time by 70-80%.
Kwanti, the portfolio analytics platform for financial advisors and investment managers, has once again been recognized as the industry leader in portfolio analytics, winning the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com Industry Awards. The win marks the second consecutive year the firm has captured the honor, thanks in large part to its new Risk Profiling Platform.
Blue Owl Capital Inc. (NYSE: OWL), a leading alternative asset manager, has launched the Blue Owl Alternative Credit Fund (OWLCX), its first interval fund designed to give individual investors access to alternative credit markets historically dominated by institutional players.
Trade Republic, Europe’s largest savings platform, has crossed a major milestone: over 10 million customers across 18 markets and €150 billion in assets under management. Building on its brokerage and banking services, the platform is now expanding into wealth management with Private Markets access, thanks to strategic partnerships with Apollo and EQT.
The breakaway RIA trend shows no signs of slowing. Veteran advisor Blake Butler has officially launched Canterbury Capital Wealth Management, LLC, an independent registered investment advisor designed to serve entrepreneurs, physicians, and business owners with comprehensive wealth management that blends planning and execution.
Private market investing has exploded in recent years, but for most advisors, the experience still feels like juggling spreadsheets, PDFs, and endless emails. Allocate wants to change that. The San Francisco-based fintech just announced a $30.5 million Series B round, bringing its total funding to $64 million and its platform assets to over $2.5 billion.
Voya Financial is teaming up with BlackRock to give retirement savers something many 401(k) plans still don’t—an easy, built-in path to guaranteed income in retirement.
Osaic just made a big play in the wealth management space—officially sealing the deal to acquire CW Advisors, a Boston-based registered investment advisor (RIA) managing $14.5 billion in fee-only client assets. The move, announced today, folds 150 professionals across 18 offices into Osaic’s growing network, while letting CW Advisors keep its brand, service model, and operational independence.
In a financial world demanding precision and transparency, GreenHill Investment Reporting just notched a major milestone. Its flagship platform, ReportQuest version 4.14, has officially been certified by The Spaulding Group (TSG)—a respected gold standard in investment performance verification.
FNZ, a global powerhouse in end-to-end wealth management technology, has signed a five-year strategic deal with Microsoft aimed at reshaping the future of financial advice—using artificial intelligence, big data, and cloud infrastructure to do it. The collaboration promises to bring a new level of personalization, intelligence, and operational resilience to wealth management services worldwide.
