Plus, Future Proof unveils demo drop finalists and RFG adds AI to its platform.

Plus, Wealth.com names a new head of community; Helios introduces refreshed sleeving capabilities; and FusionIQ partners with Blueleaf.

Under 10% of surveyed wealth management professionals in a recent Arizent survey said their firms were 'very successful' at using the online networks to win clients.

Called SMArtY, the firm's free offering is slated to go live this fall with spots on a waitlist available now.

Engine Capital, an activist hedge fund in the stock, called on Avantax to explore a sale last month, saying it could fetch as much as $32 per share amid rapid consolidation in asset management.

Plus, two wealthtech startups celebrate successful funding rounds.

A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.

Just over a year after taking over from a 50-year veteran founder, he shared how the firm views its role in asset management, custodial services and technology.

The automated investment service is the latest offering from the U.K. challenger bank as it works to break into non-European markets.

New research explores the potential for generative AI to serve as a strong support system for wealth management clients.

Plus, eMoney gets a new cash management option, Docupace gets a new CFO and the former Skience president starts a new fintech firm.

Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.

Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.

A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but clients of all ages are logging on more often.

The company's latest rollout furthers its onboarding focus at a time when transitioning legacy assets is crucial.

The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.

Plus, F2 Strategy makes an acquisition, iCapital has a new alts marketplace and OneVest follows funding raise with a move south.

For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.