Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.

It calculated that women are 1.5 times more likely to need to move into a new occupation by the end of 2030.

Amid rising interest among students and more states introducing educational requirements, CEO Connect is collaborating with business and sports leaders.

The Securities and Exchange Commission approved new rules that would require entities to disclose material cybersecurity incidents.

A discussion about how AI is transforming wealth management focused on current applications, next-level concerns and where the tools fit in an advisor's workflow.

Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.

Advisors identified the SEC's new marketing rule as the "hottest" regulatory topic for the third year in a row.

Plus, Future Proof unveils demo drop finalists and RFG adds AI to its platform.

The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.

Social media has definitely made financial advice more accessible, but that doesn't necessarily mean it's all good advice.

A roundtable of wealthtech heavy hitters talks AI innovation, implementation and security as firms get fired up about the tech.

Cryptocurrency fraud losses nearly doubled last year in this country, a marked contrast with the rest of the world, where they actually fell by around half.

Such concerns have taken on new importance with recent advances in artificial intelligence tools, which are "the most transformative technology of our time," Securities and Exchange Commission Chair Gary Gensler says.

Plus, Wealth.com names a new head of community; Helios introduces refreshed sleeving capabilities; and FusionIQ partners with Blueleaf.

Under 10% of surveyed wealth management professionals in a recent Arizent survey said their firms were 'very successful' at using the online networks to win clients.

Called SMArtY, the firm's free offering is slated to go live this fall with spots on a waitlist available now.

Engine Capital, an activist hedge fund in the stock, called on Avantax to explore a sale last month, saying it could fetch as much as $32 per share amid rapid consolidation in asset management.

Plus, two wealthtech startups celebrate successful funding rounds.

Some of the biggest names in banking have started using large language models to organize their institutional knowledge, but use cases like chatbots remain experimental.

As Twitter continues to undergo unexpected and at times unpopular changes, a new challenger from a social media OG is gunning for the bird app's throne.