Arete Investments is a new cloud-based investor program fueled by partnerships with FusionIQ and DriveWealth

A new study finds that younger advisors see more good than harm when it comes to artificial intelligence's impact on wealth management.

The longtime advisor and fintech founder made his first trip to Future Proof to soak up a little bit of sun, and a whole lot of knowledge.

The world's biggest banks have slowly begun experimenting more with artificial intelligence in recent months, spurred by the promise that it will help them boost staffers' productivity and cut costs.

ESG fund managers who turned to big tech as a low-carbon, high-return bet are growing increasingly anxious over the sector's experimentation with artificial intelligence.

The data analytics company ranked the biggest names in wealth management on how well their apps and websites accommodate clients.

Studies show that convincing inheritors to stick around is far from a sure thing. Envestnet's Dana D'Auria has advice for advisors looking to make those relationships stickier.

Arch CEO Ryan Eisenman said peace of mind, better data and smarter decision-making lie at the heart of his firm's mission statement.

The wealthtech firm joins forces with Empower to launch a new 401(k) solution for advisors called Envestnet Retire Complete.

Financial professionals using FMG will gain access to materials in the Bento Collection, enabling them to proactively advise clients and prospects during the "moments that matter."

The partnership provides tru's community of independent advisors with a unique offering to add private investments into client portfolios.

The second annual Women in Wealth Management Awards celebrated seven women for their achievements.

According to Cerulli Associates, technology is not only helping advisors become more efficient but also influencing decisions related to how and where they practice.

Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.

As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them.

The company that transitioned from risk to growth in 2023 ends the year with a big C-suite change.

Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.

As we look ahead to fresh innovations in fintech, we should try to reconnect with a deeper, more intentional set of human relationships foundational to our experience of money.

The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.