Surge Ventures has announced the launch of RegVerse, a platform focused on advancing regulatory technology by leveraging artificial intelligence to handle the compliance needs of RIAs and BDs.

The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.

A new name, new tools and more than $50,000 for kids in Ethiopia gave the leader of the wealthtech firm formerly known as Riskalyze plenty of reasons to smile this week in Miami.

Investing in AI, working in lockstep with sales and keeping finance execs onboard will fuel profitable growth in the long term.

New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.

The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.

High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.

Called SMArtY, the firm's free offering is slated to go live in just days with a waitlist available now.