Plus, SmartAsset Acquires DeftSales, Snappy Kraken Announces Collaboration with Morningstar and Skience unveils strategic planning for firms.

The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business ethos philosophy. To make the industry better, he encourages fellow advisors to do the same.

After 13 years at the helm, Wise's exit has sparked a search for the fintech provider's next full-time CEO.

Plus, the world's first AI-powered investment assistant, Opto Investments news and BlackRock's fixed income SMAs come to Orion.

No one knows how advisory firms should best leverage budding metaverse technology. And experts say if someone suggests otherwise, their confidence is likely virtual.

This year's conference features sessions centered around improving the client experience, future proofing your business and understanding the regulatory environment.

Plus, Savvy Wealth launches a direct indexing tool, AssetMark adds experience to its roster and Asset-Map teams up with Morningstar.

The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.

The fintech leaders said standing out in wealth management is all about finding your firm's "secret sauce."

Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.

Personalization, customization, flexibility and adaptability are the goals, writes the technology director at J.P. Morgan Wealth Management.

In the latest Independent Advisor Outlook survey from Charles Schwab, financial advisors shared the advantages and pitfalls of the industry's record RIA expansion.

He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.

Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.

The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.

The giant insurer and wealth management firm is seeking to engage Generation Z women who are the largest group of the digital pinboard's users.

Consumers and non-advisor professionals can now take advantage of the program, which Edelman argues is timely amid the banking crisis and volatile markets.

As Integrated continues its rapid growth, the veteran recruiter says value alignment is much more than a throwaway industry phrase.

The annual Technology Tools for Today conference also brought breaking news from FP Alpha, Hubly, CircleBlack and Advyzon.

The founder of the family-focused fintech firm said advisors who talk about how great they are make clients tune out.