Carson Group has snagged two powerhouse leaders in tech and wealth management on the heels of former CEO Ron Carson's departure and the naming of Burt White to the top role.

The new awards program will honor innovators who are developing and implementing technology that is moving the wealth management industry forward.

Survey results from the payment processing firm AdvicePay suggest fee-for-service models for financial planning continues to grow.

Just like the evolution of subscription-based models for Netflix and Disney, advisors are finding the cost to use cloud-based services has increased, driven in part by rapid developments in AI by tech giants like Nvidia and Google.

Many wealth managers are spending hundreds of thousands of dollars on AI vendors to create better efficiencies. But measuring results with new tech is a challenge.

More than 60% of wealth managers know AI as ChatGPT, but hallucinations with big language applications have blocked them from using AI in finance predictions, a survey shows.

Having hit most of the big Wall Street firms with hefty fines for misusing WhatsApp and similar services, regulators are now turning their attention to independent advisors.

The budgeting app has already garnered support from NBA superstars and is looking for more growth.

The $4.2 billion-asset MCU in New York is working with Ameriprise Financial Institutions Group to connect members with the firm's network of digital advisors and offer investment planning options alongside its traditional products.

A federal judge has signed off on the bankrupt crypto firm Genesis Global Capital's settlement with the Securities and Exchange Commission over allegations a digital-asset lending program it helped run violated the agency's rules.

Regulators contend two firms falsely advertised themselves as the first to apply artificial intelligence to investment recommendations.

The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.

A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?

The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.

With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?

RBC Wealth Management is using technology to sift public records for financial or other signals that clients may have come into money or are looking to transfer assets held away.

In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.

The CFA Institute analyzed 110 videos and other social media posts. Here's what financial advisors and other investment professionals should know.

The advisor, known for his work with pro athletes, on changing mindsets and making new opportunities.

Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.