New technology can speed up advanced planning procedures that used to require hours of manual data entry, according to the advisor and technology entrepreneur.

The abrupt downfall of Silicon Valley Bank prompted investors to question whether other banks that hold tech-related deposits could also be at risk. But one analyst said there could be opportunities for banks to add deposits from customers of the failed bank.

Dogra hit the beach to share his thoughts on M&A, and why his firm is more than happy to take the load off of advisors.

The NYT "Sketch Guy" shares his wisdom with underrepresented financial planners during one of Onyx's first big events of 2023.

The fintech leader believes financial wellness and overall wellness are directly linked. As a result, financial advisors can be the key to unlocking a better life.

While income saw a massive increase, platform assets were down year over year for the California TAMP.

In addition to the major robo-advisory deal, this week's recap features new partnerships for Vestwell and Riskalyze, and a new leader at Advisor360°.

Economic headwinds be damned, new research shows that advisors are ready to spend on tech in 2023. Here's where those dollars will be going.

Charlie Javice claimed in a court filing that she was being scapegoated for the bank's faulty due diligence and that it was JPMorgan that asked her to come up with "synthetic data" on Frank users.

Discover why insiders say compliance, cybersecurity and customer experience will dominate wealthtech in 2023.

The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets.

The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.

The company that provides services to 106,000 posted financial results that were a mixed bag of big-picture wins and notable setbacks.

To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."

Plus, the best robos for first-timers and low cost or complex planning.

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.

The nation's biggest independent robo-advisor joins a growing list of tech companies slashing staffers as difficult market conditions persist.

Merrill Video Pro wants to transform planners into their clients' most clickable content creators

The generative AI is internet famous. But is it really ready to reshape wealth management?