A 22-year veteran broker is headed to prison for "intentionally preying" on seniors and families of children with special needs, the district attorney says.

Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.

Catch up on all of EBN's recent coverage of the interactive chatbot, and what it means for the future of work.

Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.

The group behind the ongoing campaign allegedly has the support of a hosting provider that's complicit in helping spin-up new scam websites.

The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.

There are key differences between the current banking crisis and the one that brought down the world's economy, but also chilling similarities.

Financial advisors are flooded with questions from panicked clients. Here's a field guide to answers.

An HSA is an individually owned, tax-advantaged account that may be used to pay for qualified medical expenses or to save for retirement and long-term care expenses.

The VP of mergers and acquisitions for a leading RIA consultant explains how to identify the best value for owners, employees and clients.