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

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.

FINNY AI Inc, an AI prospecting and marketing platform for financial advisors, has raised $17 million in Series A funding as firms seek to automate client ...

If you'd like to incentivize your team, you may consider introducing key performance indicator-based bonuses as part of your ...

Taylor Morrison , a national homebuilder and land developer, has appointed Amanda Whalen to its Board of Directors effective March 1, ...

Roger Rosmus, Founder and CEO of Goliath, states: “We want to thank the continued support of all our cornerstone strategic and long term investors, specifically Rob McEwen for the exercise of his ...

Alithya Group inc. ("Alithya") announces the appointment of David Torralbo as its Chief Legal Officer and Corporate Secretary effective December 15, 2025. In overseeing Alithya's legal function, Mr.

The funding points to a shift away from bloated systems toward faster, AI-driven CRM platforms built for execution.

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

Futures are trading higher on Wednesday as we reach the midpoint of the last full trading week of the year. Sellers once ...