The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets.

Financial services firms are focusing on essential risk-related priorities, but must not lose sight of the importance of innovative technologies that drive business forward.

The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.

The company that provides services to 106,000 posted financial results that were a mixed bag of big-picture wins and notable setbacks.

In addition to voluminous recordkeeping, due diligence and expense, what constitutes a "covered function" may vary from firm to firm.

To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."

Customers will enter or modify their financial goals in Life Sync, which will immediately alert their financial advisor. 

Plus, the best robos for first-timers and low cost or complex planning.

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.

The nation's biggest independent robo-advisor joins a growing list of tech companies slashing staffers as difficult market conditions persist.

Merrill Video Pro wants to transform planners into their clients' most clickable content creators

The generative AI is internet famous. But is it really ready to reshape wealth management?

The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.

Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.

The director of business development for Snappy Kraken's Convos text service hit the beach to help advisors and clients get closer.

Mark Evans has been creating financial planning software for more than 30 years. Here's what his next offering is about.

The fintech founder is extending an entrepreneurial hotstreak that started with milk and cookies in college.

Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.