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.

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.

Journey Strategic Wealth President Penny Phillips and other speakers at FP's INVEST conference challenged the industry to think big about its mission.

Orion Chief Behavioral Officer Daniel Crosby and other experts explained the stakes and challenges facing advisory practices at FP's INVEST conference.

Two financial advisors and a financial technology entrepreneur explained how the usage of the tools disproves what is often seen as an either-or decision.

Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.

The 8 petabytes of data could fuel major insights about Fidelity's 42 million customers, as well as retirement plans and other benefit programs managed for tens of thousands of businesses.

Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.