Plus, Wealth.com names a new head of community; Helios introduces refreshed sleeving capabilities; and FusionIQ partners with Blueleaf.

Under 10% of surveyed wealth management professionals in a recent Arizent survey said their firms were 'very successful' at using the online networks to win clients.

Called SMArtY, the firm's free offering is slated to go live this fall with spots on a waitlist available now.

Engine Capital, an activist hedge fund in the stock, called on Avantax to explore a sale last month, saying it could fetch as much as $32 per share amid rapid consolidation in asset management.

Plus, two wealthtech startups celebrate successful funding rounds.

A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.

Just over a year after taking over from a 50-year veteran founder, he shared how the firm views its role in asset management, custodial services and technology.

The automated investment service is the latest offering from the U.K. challenger bank as it works to break into non-European markets.

New research explores the potential for generative AI to serve as a strong support system for wealth management clients.