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.

A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.

The new developer portal aims to empower innovation and collaboration among Docupace clients, other wealthtech companies and more.

Francis Kinniry of Vanguard and Brie Williams of State Street Global Advisors SPDR give advisors looking to survive the industry's next evolution some beachside advice.

The supercharged AI can potentially deliver wrong-way predictions and poor advice, but such pitfalls can be mitigated if advisors take pragmatic steps.

Tools from voting technology provider iconik will give advisors using the firm's sustainable quantitative portfolios access to enhanced proxy voting solutions.

Financial Planning's Justin L. Mack gives a first-person recap of the rap concert that closed out night three of the one-of-kind wealth festival featuring plenty of California beef, and California "grass."

A new model rates large banks on their efforts to develop and deploy artificial intelligence technology. 

Building on advances in financial data aggregation, the behind-the-curtain technology is helping financial planners drive better outcomes for clients.

Swapping spreadsheets for sunblock, thousands in wealth management descended on SoCal for big ideas and for big fun — but mostly for business. Plus, what you need to know about the smaller Future Proof event coming next March.

Leaders from the wealthtech firm hit the Future Proof stage to bring AI and BeFi together in a new solution for advisors

Upgrades include tweaks to the user experience, client portal, trading capabilities and the Envestnet Insights Engine.