The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.

The company that provides services to 106,000 posted financial results that were a mixed bag of big-picture wins and notable setbacks.

To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."

Plus, the best robos for first-timers and low cost or complex planning.

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.

The nation's biggest independent robo-advisor joins a growing list of tech companies slashing staffers as difficult market conditions persist.

Merrill Video Pro wants to transform planners into their clients' most clickable content creators

The generative AI is internet famous. But is it really ready to reshape wealth management?

The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.

Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.

The director of business development for Snappy Kraken's Convos text service hit the beach to help advisors and clients get closer.

Mark Evans has been creating financial planning software for more than 30 years. Here's what his next offering is about.

The fintech founder is extending an entrepreneurial hotstreak that started with milk and cookies in college.

Upgrades to eMoney Advisor allow advisors to demonstrate Roth conversions and support SECURE Act 2.0 changes.

As thousands of advisors prepare to join the Schwab family later this year, officials want to remind them exactly what they stand for.

Orion leaders are throwing their technology and financial support behind the Foundation for Financial Planning as the nonprofit pursues an ambitious New Year's resolution

From BNY Mellon to the mutual fund giant Fidelity Investments, BlackRock and Nomura Holdings, members of the Wall Street establishment are planning for a future in digital assets.

JPMorgan Chase alleges in a lawsuit that the college-planning website Frank provided misleading information before the bank bought it. Experts say there were plenty of red flags from the beginning.

JPMorgan Chase has a head start when it comes to developing and deploying artificial intelligence in banking, according to a new study. 

FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.