Most firms rank technology as their most important strategic initiative — but they struggle with how to prioritize and implement change.

At EncorEstate Plans, Matt Pistone will lead the tech strategy for fintech that develops estate planning software for financial advisors.

Plus, iCapital launches structured investments via Envestnet, Betterment beefs up client onboarding and Onramp adds Coinbase Prime as trading partner.

Catchlight leaders say their tool can scale individualized engagement and overcome writer's block.

Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.

Morningstar Advisor Workstation now provides access to AmiLearn, a digital asset education platform that gives advisors the power to learn at their own pace.

Plus, SmartAsset Acquires DeftSales, Snappy Kraken Announces Collaboration with Morningstar and Skience unveils strategic planning for firms.

The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business ethos philosophy. To make the industry better, he encourages fellow advisors to do the same.

Regulators accused the investment tech company of costing customers millions of dollars by not reducing their capital gains liability.

After 13 years at the helm, Wise's exit has sparked a search for the fintech provider's next full-time CEO.

Plus, the world's first AI-powered investment assistant, Opto Investments news and BlackRock's fixed income SMAs come to Orion.

In setting up a breakaway firm, a group of advisors tried not to step over lines when recruiting colleagues and clients. But a lawsuit argues they still went too far.

No one knows how advisory firms should best leverage budding metaverse technology. And experts say if someone suggests otherwise, their confidence is likely virtual.

This year's conference features sessions centered around improving the client experience, future proofing your business and understanding the regulatory environment.

Plus, Savvy Wealth launches a direct indexing tool, AssetMark adds experience to its roster and Asset-Map teams up with Morningstar.

The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.

The fintech leaders said standing out in wealth management is all about finding your firm's "secret sauce."