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.

A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.

As cyber attacks continue to trend upward, industry experts explain that a strong digital defense starts with asking the right questions. And then asking them again.

Just over a year after taking over from a 50-year veteran founder, he shared how the firm views its role in asset management, custodial services and technology.

One area of focus for the bank is using advanced artificial intelligence to detect business-email compromise. The payment messaging network Swift and online gambling host Caesars are also using AI to stop people from gaming their systems.

The automated investment service is the latest offering from the U.K. challenger bank as it works to break into non-European markets.

The technology that powers ChatGPT can sift through and even synthesize massive amounts of data, though it must overcome doubts over reliability, transparency and regulatory risk before it can be harnessed to conduct useful research.

New research explores the potential for generative AI to serve as a strong support system for wealth management clients.

Plus, eMoney gets a new cash management option, Docupace gets a new CFO and the former Skience president starts a new fintech firm.

Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

The time is ripe to invest in automation, data science and social media to fuel wealth business growth in the digital age.

Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.

An employment attorney shares how to make sure AI hiring tools follow policies and regulations.

Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.