JPMorgan Chase alleges in a lawsuit that the college-planning website Frank provided misleading information before the bank bought it. Experts say there were plenty of red flags from the beginning.

JPMorgan Chase has a head start when it comes to developing and deploying artificial intelligence in banking, according to a new study. 

FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.

A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.

The co-founder of the XY Planning Network offers up best practices for advisors eager to spend more time in front of their clients and less time in front of screens in 2023.

Jalina Kerr, the managing director of client experience at Schwab Advisor Services, wants to make digital adoption easy for RIAs.

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.

Challenger banks and apps such as Zeta, Onward and Nerve are helping people manage complex financial relationships beyond simple joint accounts.

Investment firm Impactive Capital the Envestnet board needs change due to "lack of shareholder" alignment.

The crypto tax environment, new crypto reporting requirements and a recently launched crypto education resource are among the latest developments in digital assets.

On many unregulated cryptocurrency exchanges, wash sales may be highly inflating stated volume, according to a recent study.