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 ...

The RIA industry suffers from choice overload with 850 asset managers and 15,000 RIAs struggling to connect efficiently ...

Among other most-read wealth management articles this week: ...

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 ...

[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 ...

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 ...

NEW YORK--(BUSINESS WIRE)--OneVest, a leader in wealth management technology, today announced the launch of its platform capabilities in the United States. The company’s highly configurable platform ...

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 ...