Carson Group has snagged two powerhouse leaders in tech and wealth management on the heels of former CEO Ron Carson's departure and the naming of Burt White to the top role.

The new awards program will honor innovators who are developing and implementing technology that is moving the wealth management industry forward.

Survey results from the payment processing firm AdvicePay suggest fee-for-service models for financial planning continues to grow.

To protect their own talent pipeline, financial companies need to make sure that they're not only protecting the entry-level roles that AI threatens to take over, but getting the enthusiastic buy-in of the people most likely to be affected, according to experts from Fiserv, Segpay and Featurespace.

Just like the evolution of subscription-based models for Netflix and Disney, advisors are finding the cost to use cloud-based services has increased, driven in part by rapid developments in AI by tech giants like Nvidia and Google.

The Internal Revenue Service urged tax professionals to steer clear of so-called "spearphishing" scams from cybercriminals, including identity thieves posing as new clients.

Many wealth managers are spending hundreds of thousands of dollars on AI vendors to create better efficiencies. But measuring results with new tech is a challenge.

The broker-dealer watchdog is putting the industry on notice about the latest scheme attempting to extract client information.

More than 60% of wealth managers know AI as ChatGPT, but hallucinations with big language applications have blocked them from using AI in finance predictions, a survey shows.

Having hit most of the big Wall Street firms with hefty fines for misusing WhatsApp and similar services, regulators are now turning their attention to independent advisors.

A new, free leaderboard created and continuously updated by the Kensho team at S&P Global gives people in the financial industry a sense of which generative AI models work best for specific use cases.

Industry leaders will show how to safely and effectively integrate AI at Financial Planning's new conference, ADVISE AI. Registration is now open for the October two-day event.

Companies using artificial intelligence have a long way to go before people will fully trust them to help with their taxes, according to a recent poll.

WTF CPAs has used artificial intelligence to get a jump on busy season, just in time for April 1.

The budgeting app has already garnered support from NBA superstars and is looking for more growth.

The $4.2 billion-asset MCU in New York is working with Ameriprise Financial Institutions Group to connect members with the firm's network of digital advisors and offer investment planning options alongside its traditional products.

After the SEC approved 11 bitcoin exchange-traded funds in January, clients may have more interest in the asset, but still have plenty of questions and concerns.

A federal judge has signed off on the bankrupt crypto firm Genesis Global Capital's settlement with the Securities and Exchange Commission over allegations a digital-asset lending program it helped run violated the agency's rules.

In the era of artificial intelligence, clients of all ages and education levels are vulnerable to digital bunco artists. Here's how to help clients protect their investments.

Regulators contend two firms falsely advertised themselves as the first to apply artificial intelligence to investment recommendations.