Safety vetting generative AI in your techstack while anticipating regulatory changes can boost advisor productivity while giving firms a competitive edge.

Relationships with vendors can make or break an advisor's business; FINRA officials and industry experts discuss best practices.

Fintech Flourish topped $5 billion in assets under custody and is launching into fee-based annuities; CEO Max Lane said he's learned a lot about the importance of data integration along the way.

The Securities and Exchange Commission's overly broad expansion of the Dealer Rule is only the latest example of the agency's yearslong effort to stifle innovation in a vibrant and growing industry.

Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.

The elimination of "staking" and associated yields tamp down enthusiasm for the products.

Royal Bank of Canada, in partnership with TIFIN AG, is testing a pilot to provide its wealth management advisors with AI tools to see what the technology can do.

JPMorgan announced mandatory AI training for all new hires, aiming to save time and boost revenue.

Executives at the megabank's annual Investor Day say artificial intelligence is already saving time by preventing advisors from "hunting and pecking" for market research.

AI has become a crucial part of the conversation for wealth managers, as firms such as Goldman Sachs, Morgan Stanley and Citigroup consider how to deploy the technology.

Officials from FINRA and SEC spoke on how they are examining AI and emerging technology while also raising new risk concerns like deepfakes, which could make voice recognition software obsolete.

Most advisors said they see AI helping streamline internal workflow functions, but very few trust it to make financial decisions.

Advisors are faced with cutting-edge tech that will reshape the industry, as well as questions about its reliability.

Tech titans Envestnet and Salesforce said they are partnering to offer a broader, more streamlined platform for advisors.

A dial of destiny, not a temple of doom, awaits financial planners who face AI-enabled wealthtech head-on.

Innovative leaders Dani Fava and Brooke Juniper give a rare look into their recent career pivots and lessons learned when climbing the C-suite ladder.

AdvicePay has appointed Kelsey Lewis as president, overseeing the growth strategy for one of the top payment processing platforms for advisors.

The advisory landscape is shifting as robo advisors are trending out, thanks to AI as the "next big thing" in wealth management. But that doesn't mean AI will make robo advisors obsolete.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

Forty companies made the 2024 edition of American Banker's annual list of enviable workplace cultures in the financial technology space. Here is a look at some of what makes these firms employers of choice.