New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.

The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.

Brokers and fund managers are turning to innovation to remain competitive and capture new customers.

From digital advice to fee transparency and fintech investment, the pandemic has touched almost every corner of wealth management.

The appointment comes as part of an equity investment by FTV Capital to expand the footprint of the company formerly owned by RCS Capital.

Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.

Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.

Financial advisors choose technology the way cyclists pick out their rides, Riskalyze Managing Director for Enterprise Services Dana Rhodes explains in a Financial Planning podcast.

Venture capital investment has plummeted in many coronavirus-ravaged economies, but larger, profitable fintech firms with the right digital products might still score funding.

The firms have grabbed some three-fourths of the announced incoming advisors, as the pandemic cuts into valuations and casts uncertainty.