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Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.

Catch up on all of EBN's recent coverage of the interactive chatbot, and what it means for the future of work.

Naré Vardanyan is co-Founder and CEO of Ntropy.

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.

Paul Lodder is vice president of accounting product strategy at Dext.

Kamala Wedding is the Head of Customer Success for the America's at Shift where she oversees the close working relationship with customers to provide ongoing support and guidance around business strategy and transformation topics to ensure overall customer satisfaction, and successful product adoption. She has spent her career fighting fraud, managing large operations and developing anti-fraud strategy for all lines of business. Kamala is an international speaker, subject matter expert and is certified in Change Management. Prior to joining Shift, she spent twenty years at Farmers Insurance most recently as the Director of SIU.

Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.

In an unusual case, regulators have accused a Boston investment advisor of violating his fiduciary duty by putting his clients into high-fee retirement products.

Justin Heller was a member of the 2013 men's squad that won the ACC championship. A decade later, he joined the industry's movement toward independence.