Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...

The wealth management industry is undergoing an evolution, both in terms of client needs and the availability of tools that can help firms manage customer experiences more efficiently. As clients grow ...

WealthManagement.com survey reveals only 27% of advisors satisfied with current technology as firms prepare to boost budgets ...

Mohan Gurupackiam joined Steward Partners as chief information officer in January 2023. He has over 25 years of technology experience gained at various financial services companies in the U.S. and ...

[The inexorable march of financial technology is providing competitive new services, capabilities and delivery systems for wealth management platform sponsors, asset managers and financial advisors.

The wealth management landscape is undergoing a profound transformation in the digital era. Innovative technologies are reshaping traditional wealth management practices, introducing a new age of ...

NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced that it has been positioned as a Leader in the inaugural IDC ...

From left, Era Jain, co-founder and CEO of Zeplyn; Janise Brooks, president of PAX Financial Group; and Trevor Chuna, senior vice president and chief technology officer of the Sequoia Financial Group ...

IRALOGIX, a leading provider of cloud-based, fully paperless IRA recordkeeping and technology solutions for the wealth management industry, has been named to FinTech Global’s prestigious 2025 ...

Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.--(BUSINESS WIRE)--Advisor360° has ...

Learn essential steps to successfully start a wealth management firm and navigate legal, financial, and client challenges for ...