The BNY company unveiled an expanded custodial agreement with a large wealth management client in the fourth quarter, as asset values boosted its results.

Leadership appointments and an influx of new crypto-friendly lawmakers suggest the 119th Congress could be the most fintech and crypto-friendly in years.

When he's not preparing to climb the world's highest mountains and run the major marathons, Joe McQuaid, managing director of platform solutions and advisor experience, ensures Concurrent Investment Advisors' tech stack has stamina.

The asset management giant called out the method of offsetting capital gains in this year's edition of its oft-cited study tracking the "alpha" of financial planning.

A recent Smarsh survey found that although 79% of finserv firms view AI as critical to the sector's future and 81% of large firms feel pressured to adopt AI to stay competitive, only 32% have formal AI governance programs in place.

But even as many firms' tech budgets are likely to increase, experts say carefully spending that money to increase efficiency will be paramount to maintaining a nimble tech stack.

Experts in the finance and wealth management industries say AI saves time and helps synthesize large amounts of data, but technical and ethical limitations remain.

Kenneth Silva Ballard, an investment advisor for First Affirmative Financial Network, seeks to carefully order the "ingredients" of his tech stack so they work well together.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors.

Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets are some of the trends coming next year.

By effectively redesigning their websites, firms can target prospects who may already be searching for the services they provide.

The IRS and its partners shared a half-dozen ways to safeguard your firm and your clients during National Tax Security Awareness Week.

The funds, although unlikely to be profitable on their own, are seen as a way to find clients for other services offered by Morgan Stanley.

Jordan Hutchison, vice president of technology and operations at RFG Advisory, helps support 69 advisory teams nationwide, which manages almost $5.5 billion in assets.

From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.

Trust, or the lack thereof, was one of the overarching themes of artificial intelligence in the wealth management industry this year.

Cerulli Associates reports that retail direct investor platforms grew faster than all other distribution channels from 2022 to 2023, while wirehouses have lost ground.

A group of Republican lawmakers sent a letter to the incoming Trump administration asking it to end the IRS Direct File service via a day one executive order.

Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.