Efforts to increase diversity in the wealth management industry include Raymond James' Black Financial Advisors Network and the BLX Internship Program.

BNY Mellon and Nasdaq are developing in-house digital-asset custody platforms for institutional investors, making them among the first in traditional finance.

The nation's biggest independent robo-advisor is the latest big name detailing its revamped cryptocurrency plans despite a difficult year for digital assets.

The industry's first "financial advisor assessment score" is showing wealth managers how they stack up.

Starting now, the more than 3,100 RIAs who are part of the Envestnet ecosystem have crypto tools courtesy of a pair of well-known players.

Google Head of Product Inclusion Annie Jean-Baptiste believes that when you create tools for those living on the margins, it also empowers those in the middle.

Plus, Betterment enters a deal to offer digital assets as a new survey finds Americans are cooling on crypto.

Plus, new "diversity-tech" for financial services and Skience scales its offerings

Mechanics Bank in Walnut Creek, California, has signed up to be Inclined's first partner.

The bank's 'Project Genome' aims to convert corporate retirement and E-Trade clients to its wealth business.

Financial Planning's Justin L. Mack recaps a memorable night at the beach sandwiched between rap icons and fintech solutions providers.

Whether it be machine learning, rules-based or something else entirely, wealth management's use of AI needs to be symbiotic with humans to work.

The first fintech talk of Future Proof 2022 was all about how to take "cobbled together" to finesse.

Plus, a new Morgan Stanley retirement portal for advisors, and a DEI focused podcast series from the BLX Internship Program.

After the Office of the Comptroller of the Currency cracked down on a $2.8 billion-asset bank, industry observers expect more scrutiny of the ties between banks and financial technology startups.

Wall Street analysts have presumed that $1.4 billion is now just too much to pay for Wealthfront, but price isn't a sufficient explanation.

The deal would have been Ralph Hamers' biggest transaction since becoming CEO less than two years ago.

Officials say the decision to call off the acquisition, first announced in January, was mutual.