Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the opportunity to turn the firm's tech stack from a "blank slate" to the scaling juggernaut it is.

Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the organization.

Amid the great wealth transfer, having a flexible tech stack that attracts young, next-gen clients is a must.

UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial advisors take the same route?

The increasingly popular Section 351 process offers many low-basis investment portfolios an exit ramp — without incurring any capital gains.

Virtual client meetings have boomed since the COVID-19 pandemic, but advisors say the digital shift is far from over. Here's how virtual advisors are getting ahead of the curve.

Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.

The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

"The Four Money Bears: Berryville" will challenge fifth-graders or older children to run a successful business by building inventory and a loyal customer base.

When it comes to certain AI tools — like those for content creation — concerns over copyright infringement, bland outputs and more have led some financial advisors to eschew the technology.