Technology News from Financial Planning

A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of M&A consolidation.

Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.

The industry watchdog is walking away from more than a dozen regulatory reforms that had drawn staunch opposition from advisors and industry groups.

The fintech and nonprofit join others, including AARP and the ICBA, in working to raise awareness of the financial risks of Alzheimer's and dementia.

In February, the organization released its "Generative AI Ethics Guide," which may be updated based on the group's findings.

A Morningstar study found that clients who get AI-generated emails think their advisors should take a pay cut.

With concerns about compliance and client connections, some financial advisors find that double-checking AI can negate the time savings they're hoping for.

Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.

Upgraded features include AI-driven estate document analysis, a redesigned questionnaire-driven workflow and observations categorized by analysis and guidance, among others.

Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the opportunity to turn the firm's tech stack from a "blank slate" to the scaling juggernaut it is.

Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the organization.

UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial advisors take the same route?

The increasingly popular Section 351 process offers many low-basis investment portfolios an exit ramp — without incurring any capital gains.