WealthStack Roundup: Expanded AI Integrations for Redtail, Advisor CRM

Published on February 27, 2026

Multiple fintech firms rolled out new artificial intelligence features and partnerships, from CRM integrations to opportunity discovery platforms for advisors, and there were mergers and acquisitions in the private markets platform provider space.

Continue reading on website
Other news

Nvidia Looks Like a Value Stock Even as Earnings Scream Growth

February 27, 2026
Nvidia Corp. has one of the strongest growth stories in the market after posting blowout earnings on Wednesday. So why is it trading at a level that looks like a value stock?

Strong Earnings Meet Stock Market Volatility

February 27, 2026
Q4 wrapped a solid year of U.S. company earnings. But as the numbers rolled in strong, stock markets oscillated widely. Fundamental Equities Global CIO Carrie King is optimistic as she looks ahead to 2026 and offers three observations on the prevailing dissonance.