As wealth managers prepare for the new year, here are the kinds of solutions that are poised to run the table over the next 12 months.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

Banks, payment companies, mortgage lenders and insurance providers are racing to seize an advantage from generative artificial intelligence. Some have been especially aggressive in deciding which workflows — or entire jobs — can be handed off to AI.

The IRS is forming a centralized oversight strategy for digital assets, but implementing it has been frustrated by delays in the regulatory approval process.

A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward.

Because advisors can't easily see, manage or bill on what sits outside a client's portfolio, it often goes ignored.

Financial firms should prioritize these tech-driven trends immediately. Here's how they'll play out in the short, medium and long term.

The T3 producer knows a thing or two about putting together a quality wealth management conference. Here's what stood out to him about Future Proof 2023.

The founder and CEO of Ezra Group says having a California beach as your conference backdrop has the power to spark some truly interesting conversations.

In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

The hottest topic in tech over the past 12 months had a major presence in the world of financial services.

There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.

The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

During this timely web seminar, our research and editorial teams shares highlights of the findings including how advisors plan to adjust their go-to-market strategies in the coming year.

Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.

Come the second quarter of 2024, JPMorgan Automated Investing will be no more.

Check out this collection of can't-miss conversations with industry insiders and experts.

The retirement-focused wealthtech formerly known as FeeX has more than quadrupled its revenue since its last fundraise announced in February 2022.

Banks and fintechs are coming together to help older customers with a variety of needs, from avoiding financial exploitation to planning for the future.