“GeoWealth’s technology platform empowers advisors to seamlessly deliver customized portfolios combining public-private investment solutions at scale to their clients," said Bryon Lake, who joins the board.
Beginning with the Q1 2026 Select List and applied on a go-forward basis, SMArtX has implemented enhancements designed to recognize a broader range of top-performing strategies while maintaining the integrity and scale of the list. The firm-level assets under management (AUM) threshold has been adjusted from $500 million to $250 million, expanding eligibility to include a wider range of managers.
Financial planning has always been essential. Rarely has it been exciting—or truly central to the advisor-client relationship. Matt Wilson, Head of Business Strategy at Envestnet MoneyGuide, is working to change both. From goals-based planning and collaborative client tools to the upcoming Dash product and a pragmatic AI roadmap, Wilson lays out what a genuinely planning-first practice looks like—and how the technology to support it is finally catching up to the vision.
In the agreement, Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide rollout of Ester™ AI as a Service. The integration will introduce a new Estate & Tax Agent within Dynasty’s AI Virtual Assistant, enabling advisors to move beyond static estate documents toward continuously monitored estate intelligence.
SEI has joined forces with IBM to accelerate enterprise transformation through agentic AI and automation and modernize how it operates, innovates, and delivers value to clients—reinforcing the company’s commitment to sustainable growth.
Within 30 days, a problem arises when an advisor asks, “What’s the Miller household’s total AUM?” The AI assistant surfaces three different numbers depending on whether it queries the CRM, the portfolio system or the reporting tool.
Private markets investment demand is growing—but the operational complexity has kept many advisors on the sidelines. Envestnet’s Todd Rais, CAIA, Head of Research & CIO Support, explains how the platform is changing that: automated trade window management, built-in wash sale rule enforcement, compliance guardrails, and a near-term road map that eliminates the need to leave Envestnet when working with semiliquid vehicles. The investment case was never the problem. The infrastructure is catching up.
