Justin L. Mack

A roundtable of wealthtech heavy hitters talks AI innovation, implementation and security as firms get fired up about the tech.

Allocations remained steady in one while dropping significantly in the other last year, according to a new study by Advyzon.

Plus, Wealth.com names a new head of community; Helios introduces refreshed sleeving capabilities; and FusionIQ partners with Blueleaf.

Called SMArtY, the firm's free offering is slated to go live this fall with spots on a waitlist available now.

All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.

Plus, two wealthtech startups celebrate successful funding rounds.

As Twitter continues to undergo unexpected and at times unpopular changes, a new challenger from a social media OG is gunning for the bird app's throne.

As cyber attacks continue to trend upward, industry experts explain that a strong digital defense starts with asking the right questions. And then asking them again.

The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.

Deals are bigger, quicker and more common. But buyers say valuation expectations often cause them to leave the table.

The automated investment service is the latest offering from the U.K. challenger bank as it works to break into non-European markets.

New research explores the potential for generative AI to serve as a strong support system for wealth management clients.

Plus, eMoney gets a new cash management option, Docupace gets a new CFO and the former Skience president starts a new fintech firm.

Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.

A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but clients of all ages are logging on more often.

The company's latest rollout furthers its onboarding focus at a time when transitioning legacy assets is crucial.

The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.

Plus, F2 Strategy makes an acquisition, iCapital has a new alts marketplace and OneVest follows funding raise with a move south.

For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.