Plus, two leading technology management and cybersecurity firms join forces, and a fintech focused on the elderly rolls out new tools for advisors.

How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.

Plus, CFOs are feeling the pressure to automate and iCapital goes international.

Companies with diverse leadership are getting mere pieces of the VC pie. Here’s why changing that is good for everyone.

Plus, a new retirement tool from Income Lab and a fresh Envestnet deal.

Through monitoring, family communication and education, Carefull wants to support those managing the finances of aging loved ones.

Advisory firms are particularly vulnerable to data breaches, according to a recent Arizent survey, and proposed SEC rules mean they may no longer be able to react to cyberattacks with impunity.

A new Accenture study shows more than 80% of advisors believe AI will soon have a “direct, measurable and consistent impact” on client-advisor relationships.

Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team

The educational partnership gives RIAs complimentary access to a DACFP intro course.