Practice management

Discover why insiders say compliance, cybersecurity and customer experience will dominate wealthtech in 2023.

The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets.

Financial services firms are focusing on essential risk-related priorities, but must not lose sight of the importance of innovative technologies that drive business forward.

The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.

In addition to voluminous recordkeeping, due diligence and expense, what constitutes a "covered function" may vary from firm to firm.

Financial advisors to servicemembers and veterans can connect them with resources that reduce the mental and financial strain of an aging population.

To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."

Liquid assets have often ended up at big banks or in sweep programs, which look much less attractive for clients' yields every time the Fed raises interest rates.

Plus, the best robos for first-timers and low cost or complex planning.

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.