The California native also shared what he is excited to see from wealthtech this year, and some tips for East Coast advisors taking in the West Coast sights.

Cybersecurity company Cyberarkan used the AI-driven text generator to create a new strain of malware capable of bypassing traditional controls.

Plus, celebrating Black tech titans and a fresh fintech idea attracts $3.1 million in seed funding

Plus, new deposit tools for J.P. Morgan Wealth Management clients, and Robinhood Retirement goes live.

The fintech startup is mining SEC, FINRA and other data to make information on financial advisors easier for consumers to digest.

After ending 2022 with a $11 million capital raise, the two-year-old fintech is kicking off the new year by adding 30 years of wealth management experience to its ranks.

At Future Proof 2022, the founder of Lake Avenue Financial and Futurvest discussed how planners can help his family's effort to boost financial literacy.

The new Orion Advisor Technology president is ready to innovate and change the game in 2023

From professional musician to fintech CEO, Perullo's passion for creative problem solving has always propelled him forward.