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."

Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.

Personalization, customization, flexibility and adaptability are the goals, writes the technology director at J.P. Morgan Wealth Management.

With input from tax influencers, a Keeper report discusses five enduring Tiktok myths about personal finances.

Compliance experts say financial advisors who boast publicly about their investment prowess should make sure they have support for their claims.

In the latest Independent Advisor Outlook survey from Charles Schwab, financial advisors shared the advantages and pitfalls of the industry's record RIA expansion.

He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.

Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.

Catch up on all of EBN's recent coverage of the interactive chatbot, and what it means for the future of work.

Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.

The group behind the ongoing campaign allegedly has the support of a hosting provider that's complicit in helping spin-up new scam websites.

The wealthtech consulting firm's chief commercial officer argues that if you don't know what makes you special as an advisor, your tech won't help you grow.