With nearly $90 billion in client assets, the Palo Alto-based fintech is eyeing an addressable market of digital natives projected to reach $140 trillion by 2045.
The fintech provider argues federal and state regulatory guidance, plan sponsors, and retirement advisors all support the case for encrypted credentialing as an alternative to APIs.
Even with continued profits in private markets, report projects just two-fifths of firms are set to thrive by 2030 amid chronic cost challenges.
Client loyalty, next-gen relationships, and organic AUM growth are increasingly driven by a single factor: helping families protect and transfer their wealth, says Gene Farrell, CEO of Vanilla.
With 2024 fraud losses topping $29 billion among older adults, the partnership reflects growing urgency to detect AI fraud and elder financial exploitation.
Latest JD Power ranking spotlights role of AI assistants, digital experience for leading advised and DIY platforms.
Leaders at Siebert Financial discuss how AI has supercharged marketing outcomes and compliance capacity – while still keeping humans in the loop.
With growing AI adoption, new connections between leading planning tools highlight the push for efficiency and enhanced client service.
Following a new custodial partnership and ongoing AI-led strategy, the platform's latest industry-leading update brings live account information into advisor conversations.
Strategic alliance brings held-away cash management capabilities to advisors working with ultra-high-net-worth clients.
Advyzon's Kevin Hughes explains why he believes the era of five-screen tech stacks is over.
Newly independent Intellebox.ai aims to unify client engagement, workflow automation, and compliance for advisory firms through artificial intelligence.
Co-founder and CTO talks about discipline, mission, and the future of high-stakes tech.
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.
