The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.

The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.

Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.

Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.

In sunny Huntington Beach, California, Advyzon CRO John Mackowiak spoke about the industry's direction — and what he liked best about the oceanside festival.

The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.

The firm received new investments from funds linked to Ritholtz Wealth Management and Mariner Wealth Advisors as RIAs seek to ease their client onboarding.

Amid a shift in finance to quicker transaction settlement times known as the "T+1 requirement," the chatbot fixes errors and prevents them in the future.

The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

Meeting the needs of forward-thinking advisors is what the man known as "Mr. Purple" says his firm's platform is all about.

The dynamic duo hit the beach at Future Proof 2023 to represent Wealth.com and let advisors know that estate planning doesn't have to be so hard.

Eugene Ludwig, former Comptroller of the Currency and current co-founder of Canapi Ventures, a fintech VC, reflects on how 2023 treated fintechs, how far the fintech movement has come and what banks and their regulators need to look out for in 2024.

From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management, these are the stories that garnered awards for FP reporters in 2023.

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.