Advisor AI Platform Zocks Integrates Holistiplan Tax Data

Published on September 30, 2025

The firms' partnership seeks to enable advisors to turn every client interaction into a planning opportunity.

       
Continue reading on website
Other news

EP Wealth Sells Minority Stake to PE Firm Ares Management

September 30, 2025
The employee-owned RIA had assets under management of nearly $40 billion as of Aug. 31.

Judge Rules in Favor of OpenArc, Dynasty in Merrill Lawsuit

September 30, 2025
A federal court judge denied a temporary restraining order that would have stopped a new Merrill breakaway advisory from working with former clients, according to minority investor Dynasty.