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

Plus, eMoney gets a new cash management option, Docupace gets a new CFO and the former Skience president starts a new fintech firm.

Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.

Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.

A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but clients of all ages are logging on more often.

The company's latest rollout furthers its onboarding focus at a time when transitioning legacy assets is crucial.

The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.

Plus, F2 Strategy makes an acquisition, iCapital has a new alts marketplace and OneVest follows funding raise with a move south.

For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.