As wealth managers prepare for the new year, here are the kinds of solutions that are poised to run the table over the next 12 months.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward.

Because advisors can't easily see, manage or bill on what sits outside a client's portfolio, it often goes ignored.

The T3 producer knows a thing or two about putting together a quality wealth management conference. Here's what stood out to him about Future Proof 2023.

The founder and CEO of Ezra Group says having a California beach as your conference backdrop has the power to spark some truly interesting conversations.

In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

The hottest topic in tech over the past 12 months had a major presence in the world of financial services.

The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.