With a message that stresses education and warns of volatility, the organization is reminding CFPs that their responsibilities don't change when the asset is digital.

After joining the Swiss bank in October from the New York Fed, the head of its U.S. wealth arm is adding to her responsibilities.

The idea of "value" cards isn't a reinvention of the wheel. But the zen-like philosophy behind the fintech's offering makes it something different.

When preparing to invest, most clients turn to their advisor, not the Catholic Church. But the veteran financial planner says there's no reason you can't do both.

The FTX collapse and other fallout may have advisors on edge, but that makes education more important than ever. FP's Cryptocurrency for Advisors conference can help.

One of Magnifi by TIFIN's leaders explains why understanding human intent and having an altruistic mission are the ingredients for an award-winning AI recipe.

An association spanning 190,000 investment professionals worldwide has weighed into the thorny debate surrounding trading and technology.

A blueprint for a shared ledger for digital money would include central bank digital currencies, bank deposits and e-money from companies like PayPal — but not unsupervised cryptocurrencies.

As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.

Fifteen of the biggest names in wealth management were ranked on how well their apps and websites accommodate clients.