The firm received new investments from funds linked to Ritholtz Wealth Management and Mariner Wealth Advisors as RIAs seek to ease their client onboarding.

The decision could make bitcoin a major part of more investing portfolios. But after bitcoin, the SEC is likely to move slowly on approving other crypto-tied ETFs.

Amid a shift in finance to quicker transaction settlement times known as the "T+1 requirement," the chatbot fixes errors and prevents them in the future.

Social marketing can be a powerful tool that advisors should tap into. If the content is good, an audience will find it, writes Altruist's head of community.

The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

At least one industry consultant thinks the large fintech provider has lost its "innovative spirit" since Bill Crager took over from his fellow founder in 2019.

When it comes to artificial intelligence, wealth managers are all in. How will they use it in 2024?

In terms of both economics and global events, 2023 was a year of instability. In 2024, financial advisors expect more of the same — but they have a plan for how to handle it.

Meeting the needs of forward-thinking advisors is what the man known as "Mr. Purple" says his firm's platform is all about.

The trends we saw pick up speed last year, like AI-aided advising, will gain momentum and force this year — the advisors who adapt them will be better positioned to attract next-gen clients.