#AdviceTech
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moneymarketing.bsky.social
AdviceTech is a market "brimming with potential." Ian McKenna provides a deep dive into the industry's key players, from the big names like Intelliflo and Iress to new challengers. He explains why a new generation of technology is set to transform financial advice.
Ian McKenna: AdviceTech gears up for its biggest boom
Last month brought resolution to one of the biggest M&A questions in AdviceTech. It has already been a busy year in this space, and more activity is Last month brought resolution to one of the biggest M&A questions in AdviceTech. It has already been a busy year in this space, and more activity is likely before December.
www.moneymarketing.co.uk
September 10, 2025 at 9:48 AM
jasonpereira.bsky.social
XYPN asked me to help pick the finalists for this year's XYPN AdviceTech Competition again this year.
Join me and Amy DeTolla on August 18th to help announce the finalists to discuss how they fit the evolving advisor tech landscape 

#advicetech

www.xyplanningnetwork.com/e...
July 21, 2026 at 1:44 PM
fintechtimes.bsky.social
Afternoon's AI advice automation platform has won the lang cat's AdviceTech Catwalk competition, edging four rivals by two votes in a tight final.
Afternoon Wins AdviceTech Catwalk 2026 AI Competition
AI-powered advice automation platform Afternoon beat four rivals at the lang cat’s annual early-stage fintech showcase, decided by two votes.
thefintechtimes.com
July 15, 2026 at 10:17 PM
newsramp.com
XYPN LIVE 2025 AdviceTech Competition seeks innovative financial planning technologies. Finalists showcase solutions to 1,000 industry professionals in Austin. Deadline: June 26. #FinTech #Innovation
Image from article
May 14, 2025 at 4:17 AM
wealthmanagement1.bsky.social
While some waterlilies have thorns under their pads, the process of long-term care planning has proven thorny all the way through.
Waterlily Wins XYPN AdviceTech Competition
This was the first time a competitor won both the judges' Best in Show and the Advicer's Choice award, which is voted on by XYPN Live attendees.
spr.ly
October 3, 2025 at 2:15 PM
longtail-news.bsky.social
Feed: "The Intermediary – Latest UK mortgage news"
By: Jessica O'Connor on Friday, December 19, 2025
Four advice tech providers join AdviserSoftware.com comparison service
Dynamic Planner, FE fundinfo, True Potential and start-up Marloo have joined AdviserSoftware.com’s free AdviceTech AI comparison service.
theintermediary.co.uk
December 20, 2025 at 9:54 AM
thelangcat.bsky.social
Are you an early stage #advicetech firm wondering whether to apply to Catwalk this year? Apply and demo your tech in front of our High Inquistors in June thelangcat.co.uk/catwalk-is-b...

Need more persuasion? Last year's Best in Show winners Joseph Williams from ZeroKey talks through the process:
March 18, 2025 at 11:17 AM
profadviser.bsky.social
Advisers vote Afternoon winner of AdviceTech Catwalk 2026

incm.pub/4uVTHz0
Advisers vote Afternoon winner of AdviceTech Catwalk 2026
Afternoon, an artificial intelligence-powered operating model which automates the advice process, has won the AdviceTech Catwalk 2026 run by The Lang Cat.
incm.pub
June 25, 2026 at 10:17 AM
moneymarketing.bsky.social
New AI tools like MCP and AMD could finally bring real change to financial advice firms.

Dan Cooper explains how they help advisers scale smarter and serve clients better.

Read it here 👉 www.moneymarketing.c...

#FinancialAdvice #AIinFinance #AdviceTech #DigitalAdvice
July 1, 2025 at 9:42 AM