Independent advisors can use Flourish to offer clients 5% APY on cash and up to $10 million in FDIC insurance.
Compound, a financial and tax advisory service for tech executives, is joining Alternativ Wealth, a digital RIA, to form Compound Planning.
The more than a dozen major new rules the agency has proposed or finalized will create significant disruption for investment advisors, with substantial long-term implications.
Despite some minor glitches and some email outreach confusion, most advisors are handling the change well.
When you’ve added as much capacity as you can through technology, how do you effectively grow your human capital?
The class-action complaint alleges the hack exposed personal information of 61,000 TD customers.
CFP Board research shows that it’s not just younger generations that are open to AI-generated advice.
'I want our industry to think big,' Brad Genser says.
How one Summit Financial advisor plans to use Pontera to manage clients' held-away assets.
The chipmaker's shares soared toward a record high before the bell.
How can fund managers and wealth managers expand investor acquisition through digital marketing when they no longer have access to data from cookies?
'We see AI as a friend and not a foe' — advisors say technology is driving down costs and allowing them to serve a bigger book of business.
This month's highlights include Wealth.com’s launch of an AI-driven ‘legal assistant,’ the Kitces Research AdvisorTech study’s depiction of the industry’s integration challenges, and the crop of digitally native RIAs.
McNabb believes there is still lots of opportunity for technology to help advisors become more efficient and serve clients better.
The startup has raised more than $40 million but until now has only gone directly to consumers.
The digital record keeper now has $9 billion in AUM across 40,000 customers.
AI stocks are down 2% in the past week, leading advisors and portfolio managers to debate whether the sector’s best days are behind it.
Regulators have quizzed more than a dozen other firms about the use of unofficial channels like WhatsApp.
Wedbush staff members sent and received messages related to providing investment advice to the firm's clients, according to the SEC.
Like other technologies in the past, AI is bound to reshape the operations of the financial advice industry.
