After ending 2022 with a $11 million capital raise, the two-year-old fintech is kicking off the new year by adding 30 years of wealth management experience to its ranks.

At Future Proof 2022, the founder of Lake Avenue Financial and Futurvest discussed how planners can help his family's effort to boost financial literacy.

The new Orion Advisor Technology president is ready to innovate and change the game in 2023

From professional musician to fintech CEO, Perullo's passion for creative problem solving has always propelled him forward.

Challenger banks and apps such as Zeta, Onward and Nerve are helping people manage complex financial relationships beyond simple joint accounts.

Investment firm Impactive Capital the Envestnet board needs change due to "lack of shareholder" alignment.

The crypto tax environment, new crypto reporting requirements and a recently launched crypto education resource are among the latest developments in digital assets.

Surge Ventures will invest in software addressing the industry's "data hygiene challenge" and help founders navigate startup challenges.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.