LPL Unveils AI-Powered ‘Latitude’ Tech Platform, Citing Nearly $2B in Investment

July 29, 2026

Brookfield, iCapital Release Tool to Model Alts Diversification Impact

November 12, 2025

CAIS Launches ‘CAISey’ AI Tool to Streamline Alts Research for Advisers

October 20, 2025

AI-Powered Tools Take Center Stage at LPL Annual Conference

August 12, 2025

iCapital to Allocate $820M Capital Raise to Acquisitions, Tech Enhancements

July 10, 2025

CFP Board Offers Guidance on the Responsible Use of AI Within Financial Services

February 25, 2025

Apollo Encourages Advisers to Increase Use of Alts Via Launch of Interactive Tool

February 5, 2025

Opto Launches ‘Planner’ Tool to Build Custom Private Markets Allocations

December 17, 2024

KKR Debuts ‘Alternatives Unlocked’ Digital Platform

January 22, 2024