A decade after taking a chance to bring his wealthtech vision to life, the soft-spoken leader who values the work as much as the reward still wants to get his hands dirty.

The Practice Intel growth platform made its debut this week with some well-known names at the helm and a mission to quantify crucial parts of the advisor-client relationship.

The top executive at BNY Mellon's custody and clearing subsidiary sets his sights on enabling advisors to spend less time doing mundane tasks in the "swivel chair" and more working with clients.

The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.

New research from Fidelity Investments finds that advisors speak highly of independence but lack the knowledge to do it with confidence.

How to use, govern and adopt AI were some of the main themes from the Monday event.

Firms overly reliant on ultrawealthy clients need to ramp up their digital capabilities to attract the growing segment of clients with between $250,000 and $1 million in assets.

The Investment advisory firm now overseeing more than $300 million in outside assets has Pontera to deliver comprehensive 401(k) management to its advisor network.

The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.

Surge Ventures has announced the launch of RegVerse, a platform focused on advancing regulatory technology by leveraging artificial intelligence to handle the compliance needs of RIAs and BDs.

The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.

A new name, new tools and more than $50,000 for kids in Ethiopia gave the leader of the wealthtech firm formerly known as Riskalyze plenty of reasons to smile this week in Miami.

Investing in AI, working in lockstep with sales and keeping finance execs onboard will fuel profitable growth in the long term.

New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.

High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.

The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.

Called SMArtY, the firm's free offering is slated to go live in just days with a waitlist available now.