Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Patrick R. Sullivan, chief of staff and head of technology for Private Advisor Group, an LPL OSJ, discusses the range of ...

Integration isn’t technology strategy anymore—it’s client experience strategy. It’s valuation strategy. It’s survival strategy. Look around: the biggest fintech wave right now is not “new tool that ...

Asset managers ranked access to alternative investments as advisors’ top interest. Advisors placed it third to last.

Fintel reports that on December 17, 2025, BTIG initiated coverage of Salesforce (NYSE:CRM) with a Buy recommendation. Analyst ...

Zeplyn unveils Agent Nexus agentic AI platform enabling wealth advisors to query CRM data and documents for deeper client ...

Compliance and archiving platform Archive Intel announces Microsoft integration, Cetera adds Vanilla as an estate planning ...

Seismic’s Kerry Ryan tells InvestmentNews how wealth and asset managers are using AI to personalize advice and redefine the ...

Mohan Gurupackiam of Steward Partners discusses how wealth management firms are rethinking their technology investments.

Travel companies have long tried to automate customer service without breaking the experience when a traveler needs a human.

A global real estate network expands with white-label technology, real-time CRM visibility, and 7,000+ verified listings ...

Advisors racing to add on new platforms may find their legacy plumbing can't support the next wave, warns one expert.