The company that provides services to 107,000 advisors as seen year over year saw increases in assets under management and accounts per advisor.

Leveraging OpenAI technology to communicate quickly and effectively with clients and utilizing an AI-powered assistant to enhance estate planning are two ways wealth managers are incorporating AI into their daily lives.

As he takes command of the California TAMP, incoming AssetMark CEO Michael Kim says he wants to hit 5,000 engaged advisors by 2026.

One-fourth of advisors say asset manager websites do not meet basic foundational needs.

In the largest-ever conversion, issues are bound to come up. With some dust settled, what's the outlook for the giant custodian's dominance?

The tech billionaire wants the former Twitter's users to manage all of their finances on the site — the sooner, the better.

DFD Partners has attracted thousands of advisory practices to its software seeking to remove barriers to access for emerging asset managers.

According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.

A decade after taking a chance to bring his wealthtech vision to life, the soft-spoken leader who values the work as much as the reward still wants to get his hands dirty.

The Practice Intel growth platform made its debut this week with some well-known names at the helm and a mission to quantify crucial parts of the advisor-client relationship.

The top executive at BNY Mellon's custody and clearing subsidiary sets his sights on enabling advisors to spend less time doing mundane tasks in the "swivel chair" and more working with clients.

The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.

New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.

The Investment advisory firm now overseeing more than $300 million in outside assets has Pontera to deliver comprehensive 401(k) management to its advisor network.

A new name, new tools and more than $50,000 for kids in Ethiopia gave the leader of the wealthtech firm formerly known as Riskalyze plenty of reasons to smile this week in Miami.

New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.

High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.