The fintech veteran and NYC Fintech Women co-founder is doing it all, and wishes she could do more.

Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.

Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.

Plus, leadership changes at Riskalyze and a new strategic partnership for TIFIN Wealth

Alongside other firms recently disclosing major regulatory cases, the Swiss bank is cooperating with an investigation by the SEC and CFTC.

CogniCor will deliver AI-enabled solutions via Schwab's Provider Listings program, and an Ohio RIA is the first to get in on the new arrangement.

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.

J.P. Morgan senior executive Kelli Keough dissected the artificial opposition between digital tools and human advice at FP’s recent INVEST 2022 conference.

From growing interest among retail investors to their ability to unlock a new level of connection between advisors and clients, alternatives are anything but fringe.

Plus, Bank of America investing in an alternative investment platform, and Wealthramp helping advisors with fee calculations.

At FP’s INVEST conference, Julia Carreon and Aaron Klein explained how common misconceptions are clouding wealth managers’ visions for the future.