Looking to 2026, Envestnet aims to deliver a more unified and scalable technology experience, according to Envestnet's chief relationship officer, Andrew Stavaridis.
From C-level leaders to founders and elite advisors, this year's hot list winners are successfully navigating turbulence and waves of change shaping the wealth industry.
Major Wall Street firms back Corastone’s blockchain-based platform, aiming to reduce friction and expand access in the private markets space.
Schwab Advisor Services executive Lisa Salvi urged RIAs to create firmwide “AI vision statements” to counter workforce anxiety as the technology seeks expansion beyond today's benign notetaker role.
Firm’s CIO speaks with InvestmentNews about investing in the fast-growing tech.
New partnership enables seamless transfer of financial planning information, supporting more collaborative and transparent advisor-client interactions.
The Wall Street giant's revised agreement with the data aggregator introduces formal pricing, raising fresh questions about the cost and control of consumer financial data.
Firm moves beyond pilots, betting on agentic AI to drive next-wave efficiency and insight.
The RIA custody and brokerage giant's announcement highlights a growing push among major brokerages to bring private market investments to retail and RIA clients.
The AI-powered deal consultancy's new Buyer Portal promises to put transparency and compatibility ahead of costly bidding wars.
Founder Brian McDonald wants to equip advisors to manage clients’ growing stock-based wealth, making equity compensation a core part of financial advice.
New report urges rethink to drive ROI for firms, clients.
The fast-growing fintech startup is deepening its RIA presence as it taps top execs from Mission Wealth and Cerity to further scale its advisor outreach and engagement capabilities.
Auditability, plan sponsor policies, and state-level regulatory guidance could also create compliance risks for advisors looking to manage held-away client assets.
The Wall Street giant’s newest deal, the first under CEO Ted Pick, signals a push to connect clients with private company shares and deepen relationships with high-growth firms.
As the pace of AI innovation accelerates, Zocks co-founder and CEO Mark Gilbert says his company’s mission is simple: help financial advisors spend less time on tasks — and more time helping clients.
Marla Sofer, whose leadership experience includes roles at BlackRock and JPMorgan, explains how gamification and AI can help elevate client engagement and understanding for advisors.
Dynasty Financial Partners CEO Shirl Penney says investment in stock plan platform will be "of enormous value to the evolution of the independent RIA space."
The fintech firms' latest software updates promise deeper insights and streamlined workflows for advisors navigating complex tax planning needs.
Robinhood, Morningstar, Coinbase, and Chime were among the financial service providers impacted by this week's outage at Amazon Web Services.
