Jamie Biesiada

TripSuite has launched a Model Context Protocol server to connect its CRM platform with AI tools like Claude and ChatGPT, allowing integration with external systems. This move is aimed at enhancing workflow flexibility and connectivity for advisors.

Onyx CenterSource has launched a new tool to help advisors keep track of where their commission payments are throughout the payment process.

Margaret Haas Wolf has been promoted to vice president of agency development at Brownell, joining the leadership team, and will be succeeded by Meaghan Kinkade as director of advisor development.

We asked five experts from the technology side of the trade where using an AI agent could benefit advisors the most. Here’s what they had to say.

Tern has enhanced its platform by adding features to generate invoices for commissions and streamline advisor payouts, with future updates to include accounting infrastructure like a chart of accounts and general ledger support.

Travel insurance platform Faye has raised $50 million in Series C funding.

Disney's CEO reports strong third fiscal quarter performance with increased guest attendance and spending, outperforming peers despite macroeconomic uncertainty. Revenue and operating income for the Experiences division hit records, and forward bookings are up.

Travelsavers and NEST have promoted Gloria Beaulieu to vice president of business development.

Travel Planners International has promoted Dennis Aguilar to the new position of senior vice president of business operations.

Fora appointed Alanna Gregory as chief marketing officer, where she will oversee various marketing aspects, leveraging her previous experience from Block.