The announcements came Monday as Future Proof kicks off in Huntington Beach, Calif.

RIAs using the platform will be able to create white-label fund strategies including on private credit, equity, real estate, venture capital and infrastructure investments for high-net-worth and ultra-high-net-worth clients.

The Jack Ma-backed fintech company will use its financial large language model to power two applications known as Zhixiaobao, which answers questions for customers, and Zhixiaozhu, an assistant for financial professionals.

The ninth-annual event featured 91 awards presented to 80 companies and individuals from a pool of 253 finalists.

Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.

In the wake of its acquisition of SVB Private, Michael Wilson will now lead the combined wealth management division.

Advisors are on the move this week, as no fewer than three teams announced they're switching platforms

Too many firms were failing to consider and offer lower-cost or lower-risk alternatives to the non-traded products, or other complex offerings like private placements, according to a new report from state regulators.