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?

The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.

Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.

The director of business development for Snappy Kraken's Convos text service hit the beach to help advisors and clients get closer.

Mark Evans has been creating financial planning software for more than 30 years. Here's what his next offering is about.

The fintech founder is extending an entrepreneurial hotstreak that started with milk and cookies in college.

Upgrades to eMoney Advisor allow advisors to demonstrate Roth conversions and support SECURE Act 2.0 changes.

As thousands of advisors prepare to join the Schwab family later this year, officials want to remind them exactly what they stand for.

Orion leaders are throwing their technology and financial support behind the Foundation for Financial Planning as the nonprofit pursues an ambitious New Year's resolution

From BNY Mellon to the mutual fund giant Fidelity Investments, BlackRock and Nomura Holdings, members of the Wall Street establishment are planning for a future in digital assets.

JPMorgan Chase alleges in a lawsuit that the college-planning website Frank provided misleading information before the bank bought it. Experts say there were plenty of red flags from the beginning.

JPMorgan Chase has a head start when it comes to developing and deploying artificial intelligence in banking, according to a new study. 

FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.

A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.

The co-founder of the XY Planning Network offers up best practices for advisors eager to spend more time in front of their clients and less time in front of screens in 2023.

Jalina Kerr, the managing director of client experience at Schwab Advisor Services, wants to make digital adoption easy for RIAs.

The California native also shared what he is excited to see from wealthtech this year, and some tips for East Coast advisors taking in the West Coast sights.

Plus, celebrating Black tech titans and a fresh fintech idea attracts $3.1 million in seed funding

Plus, new deposit tools for J.P. Morgan Wealth Management clients, and Robinhood Retirement goes live.