Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an extremely worthwhile investment.

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.

Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

Jump and Zocks have both recently collaborated with independent broker-dealer Osaic and seen growth in their user bases.

Sora Finance will continue to operate as a standalone offering for roughly 12 months while Flourish develops a combined deposit and lending solution.

The research and consulting firm spoke with more than 11,500 investors last year about their wealth management company. Here's how 36 firms fared in the survey.

Many see AI as augmenting, not replacing, the work of financial advisors, but experts still have plenty of concerns, from compliance to cybersecurity and more.

Messaging apps aren't going anywhere, and neither are regulators — but done right, compliance can become a competitive advantage.

The question of when (or if) wealth management firms need to hire a chief technology officer depends upon a number of factors, but experts say CTOs can bring vision and leadership.

It's still not taking financial advisors' jobs, but the tasks it's taking on in the wealth space are expanding.

More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the evolution of NIL and money education.

Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the $6.1 billion AUM firm.

Josh Brown, CEO of Ritholtz Wealth Management, invests in the fintech firm and joins its advisory board to help steer the product roadmap.

The House of Representatives passed a resolution to repeal the regulations that created reporting requirements for digital asset brokers using decentralized finance systems.

Incorporating artificial intelligence tools into a tech stack can seem intimidating, if not overwhelming — but that doesn't have to be the case.

Looking back at the past five years of Financial Planning's regional 40 under 40 list offers insights on advisor success — and firm struggles.

Stuart M. Feld took the time to speak with Financial Planning about his vision for his newly created role, how the firm is using AI now and in the future, security and more.

As the four-day conference in Dallas wraps up, here is a look at some of the most important product launches, collaborations and expansions of services that debuted at the event.

Advisors must be thoughtful about how they deploy these new tools to ensure the most optimal results, experts said.