The top executive at BNY Mellon's custody and clearing subsidiary sets his sights on enabling advisors to spend less time doing mundane tasks in the "swivel chair" and more working with clients.

The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.

New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.

The Investment advisory firm now overseeing more than $300 million in outside assets has Pontera to deliver comprehensive 401(k) management to its advisor network.

A new name, new tools and more than $50,000 for kids in Ethiopia gave the leader of the wealthtech firm formerly known as Riskalyze plenty of reasons to smile this week in Miami.

New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.

The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.

High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.

Called SMArtY, the firm's free offering is slated to go live in just days with a waitlist available now.