Portfolio

The marketing technology firm's new drag-and-drop tool includes AI-powered tools for headline writing, image generation and calls to action for clients.

AdvisorFinder is introducing a new AI-powered content creator for wealth managers. But the fintech's founder says advisor expertise will be needed to tap into its true potential.

One provision of the six-part package applies to all registered advisory firms, and compliance experts say the guidelines could prove costly for smaller companies.

The private equity-backed consolidator led by Peter Mallouk opened a new unit after acquiring a different Twin Cities-area firm earlier this summer.

It's a good time for savvy financial firms to scan for the right teams to onboard.

A new survey from Prudential highlights the needs for a strategy change among the next group in line to leave the workforce.

In today's uneven economy, workers are pressing for better benefits, a new Arizent study shows. Here's what clients may ask about.

Titan Global Capital Management was charged with using misleading metrics in its advertising for more than a year.

Reducing financial stress can drive employee engagement and productivity.

The Wall Street regulator tweaked how it handles frequent inspections after the GAO uncovered shortcomings in its practices two years ago.