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, discusses the range of wealthtech ...

Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients ...

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

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

NEW YORK, NY, UNITED STATES, December 12, 2025 /EINPresswire.com/ -- Patrina, a New York–based provider of compliance archiving solutions, announced today that its ...

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 ...

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 ...

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

Salesforce is undergoing a pivotal AI-driven transformation with Agentforce and is expected to accelerate revenue growth.

Choosing the right Microsoft Dynamics 365 implementation partner is as critical as choosing the platform. This guide explains how to match your roadmap to the best partner model — including mid-market ...