A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.

The co-founder of the XY Planning Network offers up best practices for advisors eager to spend more time in front of their clients and less time in front of screens in 2023.

Jalina Kerr, the managing director of client experience at Schwab Advisor Services, wants to make digital adoption easy for RIAs.

The California native also shared what he is excited to see from wealthtech this year, and some tips for East Coast advisors taking in the West Coast sights.

Plus, celebrating Black tech titans and a fresh fintech idea attracts $3.1 million in seed funding

Plus, new deposit tools for J.P. Morgan Wealth Management clients, and Robinhood Retirement goes live.

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.