Cash is making a resurgence in financial planning, offering both advisors and clients the opportunity to grow.

The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.

Robinhood and a few other trading app providers immediately announced support for the newly approved spot bitcoin ETFs. But Vanguard announced this week it would not allow customers to invest in them.

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.

In addition to talking Allspring's modern custom SMA and direct index platform, the industry veteran was happy to see everyone come together under the sun.

The dynamic duo hit the beach at Future Proof 2023 to represent Wealth.com and let advisors know that estate planning doesn't have to be so hard.

Eugene Ludwig, former Comptroller of the Currency and current co-founder of Canapi Ventures, a fintech VC, reflects on how 2023 treated fintechs, how far the fintech movement has come and what banks and their regulators need to look out for in 2024.

From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management, these are the stories that garnered awards for FP reporters in 2023.

Musk, Zuckerberg, Benioff and Altman couldn't avoid standing in a negative spotlight.

Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.

The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.