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Rahul Sharma is a senior project manager with US Bank, specializing in open banking APIs and embedded payments technology. With over a decade of experience in the financial technology sector, he has pioneered the development and scaling of API-based payment solutions across multiple payment networks including RTP, FedNow, ACH and Push to Card systems.

The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, privacy, integrity, legality and providing accurate information.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

The president of the firm's Private Client Group also discusses why advisor headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing their value propositions.

Location plays a crucial role in growth and advisory practice valuations — just not in a simple map focusing on the largest cities with the most wealthy people.

Srikanth Narayan is CEO of Cache Financials (Cache), founded in 2022 along with its subsidiary investment advisor Cache Advisors.

Previously, he served in engineering and product leadership positions at Uber and Alphabet. Self-taught in finance and economics, Narayan combines his technical expertise with financial acumen at Cache, which gives investors with large stock positions access to advanced products, tools and insights. He received a bachelor's degree in computer science from the RV College of Engineering, India and a master's degree in human-computer interaction from the University of California, Berkeley. 

Also this week, Cetera closes on its purchase of Concourse Financial Group, and Raymond James appoints a head of AI.

A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI tools.