We always start out Advisor Tech Talk with a lead, and then tell you what a busy week it was.
Welcome to another Advisor Tech Talk, where it was another very busy week in wealth management technology, as you’ll see below. It’s the beginning of March, the days are changing, and there’s definitely change in the air for financial advisors and their technology.
Our headlines are just examples of this change. A quick review of the week’s wealthtech-related media includes even more to make us think that this industry is not coming out of 2026 looking like it did at the beginning of the year, and those changes will happen regardless of geopolitical strife and financial market turmoil because they are being driven by equal parts advisor preference, investor demand and technological evolution.
Yes, wealth management is getting disrupted this year—many observers are reporting that it’s happening. In articles and research this week, there’s a realization that technology is going to drastically reduce wealth management industry headcount, even if most people believe it’s not coming for financial advisors’ jobs any time soon.
Investors, especially private equity investors who have poured hundreds of billions into the wealth management industry (over $260 billion in 2025 alone, apparently), are starting to become nervous, according to a recent article from Pitchbook. After opening the funding spigot to wealth management firms, the Pitchbook article suggests more PE investors are shifting into “wait-and-see mode” due to uncertainty about technology’s impact on the industry’s future.
However, advisors are still pretty nonchalant about the disruption, according to recent research from Advisor360, where 90% of advisors said that they did not feel like AI would make their roles obsolete in the next decade.
They might be right. There are people, maybe most people, out there holding wealth that still retain a strong attachment to their commercial relationships. That doesn’t mean that wealth management can’t or won’t be disrupted, and that disruption probably won’t take all of a decade to have measurable repercussions.
We think we’re already feeling it now. Here. In March 2026. That change in the air is more than the changing of the seasons.
Wealthtech itself is going to be disrupted, and we already have some early evidence that this is the case. It seems that wealth management firms are starting to embrace AI to fill in the gaps in their technology stacks—instead of plugging a hole with an already developed piece of technology, today’s wealth managers might instead use generative AI to write their own software without needing a lot of technical knowledge, and that’s exactly what is happening.
Some advisors are already embracing what is known as “vibe coding,” using low- and no-code software platforms to create their own technological solutions. In a recent interview, T3 founder Joel Bruckenstein guessed that not only will more advisors turn to these DIY technologies to create their own bespoke solutions, but more of these solutions will also start coming to market. AI tools will create more advisors and wealth managment executives who evolve into wealthtech entrepreneurs, and potentially lower the industry’s dependence on point solutions and “best-in-class” construction within their technology stacks.
The future for advisor technology might lie within all-in-one platforms that use low-code and no-code technologies to allow advisors and firms to get exactly what they want.
Let’s get to your headlines…
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Adaptive
Adaptive, a leader in custom trading technology solutions, announces it has secured strategic investment from two prominent global financial institutions, Citi and HSBC. This funding is set to significantly accelerate Adaptive’s growth and product innovation roadmap.
The strategic backing from HSBC and Citi underscores the collaboration between Adaptive and two of the world’s largest financial institutions on strategic initiatives to reshape capital markets technology. It will enable Adaptive to capitalize on significant technological disruption and meet the growing demand for client‑owned, differentiated and bespoke trading technology. Centered around Adaptive’s suite of Aeron® products, the funding allows the company to scale its delivery of high-performance, cloud-native solutions amidst evolving market dynamics and heightened competition.
The investment comes at a pivotal moment as liquidity and trading infrastructure increasingly migrate to the cloud, and the adoption of open-source, modular, and platform-based technology accelerates across the industry. Adaptive is uniquely positioned at the forefront of this transformation through its Aeron technology—the acclaimed open-source software crucial for building high-performance, resilient electronic trading systems.
Aidentified
Aidentified, Inc., the leading Wealth Networking Intelligence™ platform, today announced the release of its updated and interactive “Organic Growth Playbook for Financial Advisors,” a free resource designed to help financial advisors and wealth managers modernize their prospecting strategy using data, network intelligence, and automation. The release comes on the heels of a new data agreement with a global financial firm, underscoring growing institutional demand for modern relationship intelligence solutions.
As traditional cold outreach becomes increasingly inefficient, advisors are seeking smarter, more relevant ways to connect with prospective clients. Today’s most successful firms are moving beyond static lists and generic messaging, leveraging relationship intelligence to uncover warm opportunities and act on meaningful life and career moments.
The urgency for modern prospecting strategies is also being driven by the historic generational wealth transfer underway. According to a 2025 Capgemini survey, 81% of next-generation millionaires plan to replace their parents’ wealth management firms, creating both a major challenge and opportunity for advisors seeking to build relationships with the next generation of clients.
Altruist
Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, today announced that it has partnered with Altruist to offer custodial services and support to the firm’s advisors. Through the new enterprise partnership, Sowell’s advisors will also have access to Hazel, Altruist’s AI platform that was built to help advisors expand their businesses while deepening client relationships and seeking better overall outcomes.
Altruist is a tech-forward wealth management platform focused on delivering better results for independent registered investment advisors (RIAs). Hazel is the AI platform built by Altruist to help unify and automate a firm’s knowledge from conversations, emails, documents, CRM data and calendars, with market, regulatory and custodial insights. Hazel can help create personalized tax plans, capture and summarize discussions, draft follow-ups, answer questions instantly, and prioritize tasks.
Partnering with Altruist is the latest step Sowell is taking to enhance its technology offering and continue integrating AI responsibly into the firm’s tech stack. Leveraging advanced capabilities will benefit the entire firm and enable small- to mid-sized advisors throughout Sowell to compete on a level playing field with larger practices.
Apex Fintech Solutions
Apex Fintech Solutions, Inc. (“Apex”), an innovation launchpad for the global investing ecosystem, and Wavvest, the AI engine automating professional financial planning, today announced a strategic partnership to deliver AI-powered financial planning capabilities to Apex clients. The collaboration will integrate Wavvest’s planning technology with Apex’s custodial data infrastructure, expanding Apex’s AI Suite — a comprehensive package of AI-powered tools spanning advisor productivity and platform development capabilities, including Ask Ascend for intelligent coding and documentation support and the Agentic Development Kit for rapid integration development and prototyping.
Unlike limited, single-use planning tools, Wavvest’s multi-use AI assistant leverages client data directly from Apex AscendOS APIs. In just minutes, the solution generates comprehensive financial plans, tax analyses, and additional recommendations — automating tasks that typically require hours of manual entry in legacy software. This frees up advisors to spend more time building deeper relationships and guiding clients through life’s most pivotal financial decisions.
Conquest Planning
Conquest Planning Inc. (“Conquest”), the financial planning platform powering advice delivery across the full wealth spectrum, today announced its next generation of AI-powered capabilities coming in April 2026. These new innovations reinforce Conquest’s long-held position that the future of financial advice is more human, and that AI is the means to get there.
The four capabilities—SAM Guide, SAM Bytes, LLM Data Migration, and enabling LLMs and AI agents to access Conquest data using Model Context Protocol (MCP)—each extend Conquest’s platform in ways that meaningfully improve advisor workflow efficiency while remaining grounded in its auditable, deterministic calculation engine, Strategic Advice Manager (SAM).
The centerpiece of Conquest’s AI roadmap, SAM Guide, introduces an agentic experience directly within the advisor application. Advisors will be able to ask SAM Guide natural language questions about plan navigation, KPIs, reporting, and strategy context and receive intelligent, plan-aware responses without leaving their workflow.
Envestnet
Envestnet, the leading Adaptive WealthTech company, has unveiled a series of platform enhancements as part of its first quarterly technology release of 2026. Reflecting direct feedback from advisors and home office users, the release strengthens workflow efficiency, increases customization, and embeds AI-powered actionable insights more deeply into everyday processes, enabling advisors to support smarter decision-making at every stage of a client’s financial life.
The latest upgrade of Insights AI – Envestnet’s conversational, agent-driven interface layered on top of its Decision Intelligence platform delivers enhanced advisor decision-making through a redesigned architecture that enables faster, more accurate responses through a sophisticated agentic architecture, and deeper analytical reasoning. The conversational interface allows advisors to benefit from secure direct data access, built-in compliance features, expanded platform knowledge, and persona-aware navigation. Key improvements include parallel processing for quicker insights, robust filtering for greater precision, and clear, structured answers to complex questions – streamlining workflows and supporting regulatory needs across the advisory firm.
Insights AI builds on Envestnet’s Insights Engine, which generates over 25 million next-best actions daily to deliver even more personalized, scalable advisor support.
Envestnet
Envestnet, the Adaptive WealthTech company, today announces the rollout of its new proprietary Dash solution, available within Envestnet | MoneyGuide, designed to guide prospects and under advised clients to engage with advisors, and begin planning discussions with minimal data-gathering upfront. The rollout, and other recent enhancements to MoneyGuide, are part of Envestnet’s first quarterly technology update of 2026.
Dash complements MoneyGuide’s broader ecosystem of planning tools by offering a personalized, retirement-focused entry point that balances speed and data quality – bridging the gap between quick calculators and comprehensive financial plans. Advisors can learn how to use Dash for prospecting and early-stage planning during a live webinar on Thursday, March 12, from 2-3 p.m. ET. Register here: https://register.gotowebinar.com/#register/8756371419095833437.
Dash was designed to address two of the biggest barriers to financial planning today: limited advisor time and consumer hesitation to get started. By reducing upfront data entry while preserving meaningful personalization, Dash helps advisors engage prospects earlier and scale planning across a broader segment of their client base.
Ethic
Ethic, a technology-driven asset management platform powering personalized, values-aligned and tax-smart investing, today announced the launch of Work Ethic, a new original video interview series that centers the leaders navigating one of the most consequential periods of change in financial services. The series features compelling, in-depth conversations with chief executives, founders and innovators across wealth management, asset management and fintech.
Filmed at Ethic’s in-house virtual production studio in New York City, Work Ethic starts from a simple premise: at a time of ongoing disruption in wealth management, strong leadership matters more than ever. The global asset and wealth management industry is expected to grow from roughly $140 trillion today to $200 trillion by 2030, even as firm leaders face pressure on efficiency, profitability and rapidly changing client expectations. Hosted by Doug Scott, co-founder and CEO of Ethic, the series welcomes those leaders for authentic discussions about what it actually takes to build and sustain firms, whether that means scaling a billion-dollar startup or guiding a century-old institution through change. Work Ethic is designed as a prestige interview series that combines cinematic production quality with thoughtful and deeply human dialogue.
The first season features interviews with senior leaders from preeminent firms including State Street Investment Management, Caprock, Lifeworks, Corient, Verita and Aaron Wealth, alongside other executives from throughout the wealth and fintech ecosystem. Across episodes, the series explores the founding and leadership stories about scaling, as well as the forces reshaping the industry from the inside out, including how legacy institutions evolve, how leaders are adapting to new innovation and how to build trust with clients through all market conditions.
Exhibit A
Exhibit A, a platform designed to improve client engagement and decision-making via visually compelling charts and accompanying context, is announcing new updates today. Launched by executives from Ritholtz Wealth Management (“Ritholtz”), a registered investment advisor (RIA) managing over $7.6 billion in assets for high-net-worth clients and institutions, the firm’s affiliate Exhibit A extends Ritholtz’s expertise to other RIAs and financial advisors, aimed at fostering deeper client relationships.
The platform transforms historical and real-time market data into uniquely engaging charts and graphs that illustrate planning and investing principles, investment performance and risk exposure at a glance. Clear visualizations highlight key takeaways such as investment growth, asset allocation and economic impacts, making it easier for advisors to connect with clients and drive them toward smarter financial decisions.
The platform is now used by 229 advisory firms representing $308 billion in combined assets under management. In less than a year, advisors have downloaded nearly 18,000 charts and generated more than 14,000 custom presentations, showing consistent use in client communication.
Fidelity Investments
Fidelity Investments® today announced two new suites of turnkey model portfolios and an expanded set of educational resources to better support wealth management firms as they seek to understand and implement alternative investments in their practices.
The two new suites of turnkey model portfolios are designed to provide exposure to private markets, bringing an off-the-shelf solution to eligible wealth management firms. Fidelity Model Portfolios with Private Markets, versioned for I and Z share classes, and Fidelity Model Portfolios with Private Markets – ETF Focused are multi-asset class, open-architecture model portfolios that bring diversified exposure across private equity, private credit, and private real estate. These new offerings are currently available to eligible registered investment advisors (RIAs) and broker-dealers (BDs) via Envestnet, Inc. (“Envestnet”), a leading provider of adaptive wealthtech for financial advisors, and will be available on additional platforms in the coming months.
The new turnkey model suites follow the June 2025 launch of Fidelity’s custom model portfolios with alternatives. With nearly half (46%) of advisors interested in a model portfolio that offers both traditional and alternative investmentsi, Fidelity now offers a range of solutions to meet that need.
Franklin Templeton
Prudential Financial, Inc. (NYSE: PRU) today announced the launch of its ActiveIncome insurance overlay solution for retail managed accounts on Franklin Templeton’s Canvas platform. Available on Canvas through the FIDx Insurance Overlay marketplace, the innovative offering is designed to seamlessly integrate protected lifetime income into registered investment advisors’ practices, making it easier to help more Americans protect their life’s work.
Prudential’s pioneering insurance overlay has brought a new category of lifetime income to managed accounts, giving registered investment advisors (RIAs) a powerful tool for retirement planning. Through a contingent deferred annuity, investors can maintain investment flexibility, while securing lifetime income longevity protection without moving assets to an insurance carrier. Advisors gain streamlined access to insurance solutions that enhance planning strategies beyond traditional withdrawal strategies and address the evolving needs of retirement investors.
Prudential and Franklin Templeton’s collaboration with FIDx underscores this commitment to innovation. FIDx’s Insurance Overlay marketplace connects carriers, wealth platforms, and advisors, enabling streamlined access to insurance solutions. Franklin Templeton’s Canvas platform is a leading wealth management solution to build, implement, and manage tax-optimized and personalized portfolios seamlessly. Through this integration, advisors on Canvas can now incorporate lifetime income protection and maintain asset control — while delivering world-class investment and tax strategies.
Libretto
Libretto, the “total wealth” advice platform for financial advisors and family offices, today announced new AI features designed to streamline planning, asset allocation, and risk management. Chief among these features is Libretto’s AI-automated data entry tool, which populates new client strategies from scratch using uploaded client data files.
The AI-automated data entry tool is designed to help advisors scale sophisticated advice across their full client base. When creating a new client strategy, advisors can upload multiple client data files – including an eMoney report, custom survey, and other sources of client data – and Libretto will populate the strategy automatically.
Beneath the hood, Libretto uses AI to extract family details, goals, income, account balances, and other planning data from uploaded files. Libretto’s proprietary knowledge engine then applies embedded best practices to transform that data into a draft client strategy. While no AI-powered system can achieve 100% accuracy in every situation, Libretto combines AI’s data extraction capabilities with rule-based algorithms to improve consistency and reduce errors.
NetLaw
NetLaw, a legal technology platform powering attorney-led estate planning for wealth advisory firms, today announced the appointment of Tim Fisk, JD, as Senior Vice President of Partnerships. In this role, Fisk will lead the firm’s efforts to expand relationships with registered investment advisors (RIAs) nationwide, bringing NetLaw’s technology platform and the Hargrove Firm, its affiliated national estate planning law practice, to advisory firms at scale.
Fisk brings more than 20 years of experience spanning estate planning law, trust services, and wealth management technology in advisor-facing roles. He began his career as an estate planning attorney before moving into business development and consultancy roles, including serving as a Vice President at Envestnet. Most recently, Fisk led Bryn Mawr Trust and WSFS’s Private Bank’s Wealth as a Service offering. His background uniquely positions him at the intersection of estate planning, advisor needs, and scalable technology infrastructure.
As SVP of Partnerships, Fisk will help RIAs integrate NetLaw into their enterprise infrastructure, transforming estate planning from an external referral into an institutionalized capability. NetLaw eliminates common bottlenecks, inconsistent legal quality, limited transparency, compliance risk, and administrative drag, by pairing purpose-built technology with dedicated Hargrove Firm attorneys. Advisors gain visibility into case progress, structured workflows, and a repeatable process that scales across hundreds or thousands of client relationships. Fisk will focus on driving adoption across advisory teams, ensuring that estate planning becomes embedded in the firm’s value proposition rather than siloed outside of it.
OneVest
Today, OneVest announces the launch of its Agentic Wealth Operating System. This is not a new tool, a chatbot, or a feature set. It is an intelligent, institutional-grade engine where AI is not an add-on, it is the very fabric of the system. This is built to redefine how modern firms operate, scale, and compete by advancing passive dashboards with autonomous execution; a decisive shift from static software to intelligent execution from command to completion. The result is eliminating the massive “Legacy Tax” where advisors are buried in hours of manual labor every week, fragmented data, and AI that does little more than summarize notes.
Wealth management is at an inflection point. For decades, firms have survived by layering “modern” interfaces over decaying legacy cores, rebranding incrementalism as innovation. The result is a massive pile of complexity instead of progress: slower operations, fragmented experiences, middle-office teams trapped in a cycle of repetitive data reconciliation, siloed workflows, and shrinking returns.
OneVest is setting a new benchmark for the industry, one where AI doesn’t just inform decisions, but executes them. Where firms scale without sacrificing control or compliance, and where technology becomes a competitive advantage, not a bottleneck.
OneVest
OneVest, a leading provider of modern wealth management technology, and Merit Financial Advisors (“Merit”), a premier national wealth management firm, today announced a strategic partnership designed to accelerate Merit’s vision of building the “RIA of the Future.” This collaboration arrives as Merit enters its most acquisitive year to date, targeting 15 additional acquisitions in 2026 following a milestone year where it doubled its assets to over $24 billion.
The partnership centers on delivering an enterprise-resilient, unified operating model that supports Merit’s rapid scale while maintaining its signature focus on exceptional advisor care. By integrating OneVest’s game-changing platform, frequently cited as the most sophisticated and agile architecture in the market, Merit is equipping its growing network with an engine designed to eliminate the “manual labor tax” that often plagues legacy wealth management firms.
Perigon Wealth Management
Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. 31, 20251, announced it enhanced its management team with the addition of Jon Seif as Managing Director of Digital Strategy and Luke Samuels as Senior Director of Business Development to continue driving organic growth. These appointments support the firm’s initiative to build and institutionalize a scalable system designed to drive measurable organic growth.
The firm’s organic growth strategy integrates digital strategy, marketing, business development and AI-enabled insights into a unified engine that can adapt to evolving consumer research behaviors and advisor niches. By owning its technology and growth infrastructure, Perigon aims to allocate growth capital based on measurable returns while delivering personalized support to advisors across the platform.
Seif, who reports to Ambarik, will lead the firm’s data, AI and technology implementation to drive scalable, data-driven growth. With nearly 20 years in financial services as an advisor and technology leader, Seif understands the operational and growth challenges advisors face. He has successfully designed data-driven systems that simplify running and scaling an advisory business. Seif joins Perigon to build the digital infrastructure that will power the firm’s next phase of expansion. He has served in similar roles with Betterment, Envestnet/Yodlee and Catchlight (incubated within Fidelity Labs).
Praxis Solutions
Organic growth has become a defining competitive challenge for financial advisors and the wealth management industry. Today, Praxis Solutions has launched WealthHawk, a money-in-motion intelligence platform designed to help advisors identify which households are experiencing a moment where financial advice matters, and deliver those signals to advisors positioned to help.
WealthHawk focuses on verified wealth-formation and transition events such as inheritance, business sales, retirement, and other liquidity moments, surfacing households when financial relationships are most likely to shift. Each signal is paired with context surrounding the life event and enriched through multiple data sources, giving advisors the insight, they need to engage personally rather than prospect blindly.
The platform is built on a growing database of verified, event-driven prospects nationwide and is designed to scale as Praxis continues to add more data sources and coverage.
SurgeONE.ai
United Planners Financial Services, a national independent broker-dealer serving hundreds of financial advisors across the country, today selected SurgeONE.ai to consolidate its compliance, cybersecurity, and data operations onto a single platform replacing a fragmented set of legacy tools with one system built by former regulatory professionals.
The engagement unifies four SurgeONE.ai capabilities into a single operating model: RegVerse for compliance automation, Kovair for enterprise data integration, Security Snapshot for cybersecurity monitoring, and MGL Consulting for expert regulatory services. Together, they replace the point solutions United Planners previously operated in isolation.
For United Planners’ advisors, the platform reduces administrative friction by providing real-time visibility into compliance standing, faster turnaround on reviews, and confidence that firm policies are current ahead of any exam. Clients benefit from stronger data protection and the assurance that their advisor operates within a well-governed firm.
Syntax Data
Syntax Data, a leader in financial data and technology, today announced the official launch of Saidee™, its premier AI agent and portfolio development application. Designed to empower financial advisors, Saidee enables the seamless creation, ongoing management, and marketing support of customized, rules-based portfolios and indices. The application is now fully available to the RIA community via Syntax Direct™, Syntax’s custom index creation platform.
Rather than drawing on the open web, Saidee operates from a vetted set of institutional-grade sources – including proprietary Syntax data – so outputs can be traced back to the documents behind them. Saidee can also be configured to incorporate a firm’s proprietary research, such as market outlooks and buy lists. Because every data point has been thoroughly cleansed and results are traceable to their sources, Saidee delivers the consistency, accuracy, and auditability that advisors in a regulated industry require.
TaxStatus
TaxStatus, the leading provider of IRS-sourced financial data for financial advisors and CPAs, today announced an exclusive partnership with Advice.ai to bring the industry’s deepest library of tax planning strategies to the TaxStatus Verified Financials platform. The integration will enable advisors to automatically surface personalized tax, financial and estate planning opportunities and observations that generate real, measurable client value.
The partnership addresses a fundamental gap in the rapidly evolving AI-for-advice landscape: artificial intelligence is only as good as the data on which it is based. Requiring clients to manually upload tax returns is a friction-filled process that captures only client reported information. CPAs report that roughly 30% of clients fail to provide all tax information – which means that if a tax return is used solely to render advice it may result in faulty recommendations. TaxStatus delivers the single-most comprehensive and official dataset of client financials by going directly to the source: the IRS. With client consent, TaxStatus retrieves historical and future Verified Financials for each client’s entire financial household, including individuals, businesses, private investments, trusts, and estates, as well as what third parties such as employers, custodians, and financial institutions reported to the IRS on the individuals’ behalf.
Advice.ai’s proprietary artificial intelligence engine will apply its hard-coded library of tax, financial and estate planning strategies against this robust, official dataset. The result is a scalable planning capability that evaluates strategies for every client, with more robust data, no hallucinations, and with bespoke results for each client.
Templum
Templum, a leading infrastructure provider for private markets and SoFi (NASDAQ: SOFI), the one-stop shop for digital financial services, today announced the launch of a limited-time private market investment window for accredited investors to access Colossal Biosciences, OpenAI, and/or Perplexity AI through the Cosmos Fund.
The three offerings will be available from March 5 through March 30, 2026, and represent the latest opportunities from the Cosmos Fund, which is designed to provide differentiated access to category-defining private companies for qualified investors.
OpenAI, Perplexity AI, and Colossal Biosciences – pioneers in their respective digital and biological markets – are redefining what’s possible today across their sectors.
Wealth.com
Wealth.com, the industry’s leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners (“Dynasty”) to embed Wealth.com’s artificial intelligence (AI)-powered estate and tax intelligence, known as Ester™, directly within the Dynasty Desktop.
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. Traditional estate plans are executed at a single point in time, yet client lives and financial circumstances evolve constantly. Marriages, divorces, business exits, new accounts and shifting financial priorities can quickly create gaps between a client’s estate plan and their current reality.
Through the Wealth.com integration, Dynasty’s AI platform will evaluate estate plans against client activity across financial accounts, documents, meeting notes, emails and CRM updates. When meaningful life events or structural changes occur, the system surfaces insights to advisors, helping them identify when an estate plan should be reviewed before issues emerge.
Wealth.com
Wealth.com, the industry’s leading estate and tax planning platform, today announced that nationally recognized private wealth attorney Chris Nason has joined the company as head of private wealth. Nason joins Wealth.com from McDermott Will and Schulte, where he served as a partner in the firm’s San Francisco office, advising ultra-high-net-worth (UHNW) families and international clients on complex estate and tax planning matters.
In this role, Nason will lead the continued development of Wealth.com’s private wealth strategy, embedding substantive legal and tax expertise directly into the platform’s architecture, estate and tax planning workflows, advisor education initiatives and enterprise partnerships. He will work closely with product and engineering teams to ensure the platform reflects the technical precision required for sophisticated multigenerational and tax-sensitive planning.
A graduate of Yale Law School, Nason served as an editor of the Yale Journal of International Law, was a fellow at the China Law Center and co-president of the Law and Africa Society. Prior to law school, he studied Chinese language and law at Peking University as a CSC Scholar. He has been recognized by Best Lawyers: Ones to Watch in America for Trusts and Estates (2021–2026), named “Up and Coming” by Chambers High Net Worth in Private Wealth Law (California, Northern) and selected as a Private Client Global Elite “Ones to Watch” honoree (2017–2021). Nason is admitted to practice in California, Massachusetts, New Jersey and New York.
Wealth Access
Wealth Access, the Connected Intelligence Platform that enables financial institutions to See As One, today announced that Hancock Whitney has signed a firmwide agreement to expand its relationship with Wealth Access, nearly one year after acquiring Sabal Trust, a long-standing Wealth Access client.
For more than six years, Sabal Trust has relied on Wealth Access as the digital front door for its trust services, unifying client data, aligning teams, and creating a more connected experience for advisors and families. With this new enterprise agreement, Wealth Access will now serve as the front door for wealth management services across Hancock Whitney.
The expanded partnership marks a significant step in Hancock Whitney’s strategy to connect banking, trust, and wealth management into a single, coherent experience for clients across the Gulf South.
Wealthbox
Wealthbox, the highest-rated CRM software for financial advisors, today announces the launch of early access to new Wealthbox AI features, including Agents, Playbooks, and an AI Assistant. These capabilities move the platform beyond a system of record into a system of action that automates workflows, surfaces client insights, and executes on behalf of advisors.
The announcement was made at the Future Proof conference in Miami Beach, a gathering of wealthtech leaders and buyers focused on the next generation of AI-powered technology for financial advisors.
The announcement follows a roadmap of strategic AI development at Wealthbox, including the successful release of AI-powered Reports and the Wealthbox AI Notetaker. These initial capabilities laid the groundwork for today’s launch, demonstrating the company’s commitment to building AI tools purpose-built for advisory practices, not generic tools adapted from other industries.
