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.
The fintech giant's latest executive hire, whose experience includes a stint at Wells Fargo, replaces a longtime technology veteran at the company.
North American firms in particular are feeling the strain.
After acquiring Parrot AI earlier this year, Advisor360 is expanding its capabilities to read, summarize, and interpret client data from CRMs and documents.
The investment led by Bain Capital, with participation from Edward Jones, comes as new research points to the rising role of 401(k)s for younger generations' retirement security.
An open letter from the fintech to the 401(k) giant has sparked a fierce debate over how retirement savers ought to be able to engage third-party advisors.
With a new planning platform set for 2026, Advyzon seeks to streamline workflows for RIAs by integrating financial planning, portfolio management, and reporting.
From advisor productivity to data quality and protection, the top tech providers in the wealth space are solving for the most critical challenges facing advisors and wealth firms.
A surge in AI-powered financial advice is reshaping how Americans plan for retirement, but industry voices caution that human insight remains critical.
The penalty, one of the biggest against a robo-advisor, comes after Ally reportedly failed to preserve more than 22 million business-related electronic communications due to technical errors.
Startup aims to reduce manual tasks, boost efficiency, and expand enterprise adoption.
Additional services allow advisors to pick up the slack and expand as the rest of the industry gets squeezed.
The team behind the newly launched Hamachi communication platform includes veteran fintech innovators from Orion and Redtail.
Experts say the cyber-criminal coalition's latest threat, which names Alllianz Life and other giant firms, marks a tactical shift from traditional ransomware to public extortion.
Wall Street giant becomes the first to adopt BlackRock’s new AI-powered Auto Commentary, designed to help advisors deliver more personalized portfolio insights.
