Banks are accelerating investment in digital infrastructure as wealth management units confront a tightening advisor labor market and rising client expectations. New research from Cerulli Associates ...

If you’re reading this, chances are it represents a shrinking proportion of the content you consume in written form. While text is far from gone, engaging and easily digestible video is rapidly ...

If you regularly read wealth management media, you’ve likely seen the name Tim Welsh. Welsh is a frequent speaker at events and a consultant to firms looking to navigate the investment advisory ...

Discover how RIA mergers and new tech innovations are reshaping financial advisory. Find strategies and opportunities for advisors adapting to industry changes.

Yet another artificial intelligence-driven note-taking application for financial advisors has come out of stealth and raised seed money. Zeplyn, an AI assistant for financial advisors, announced this ...

As many financial advisors have noticed, 2025 was a transformative year in wealth management, especially for artificial intelligence in technology stacks. While 2025 was largely about experimentation ...

It isn’t just investors who are interested in technology. Advisors are just as interested, and their level of satisfaction at their firms directly corresponds to the technology they’re using, ...

Advisors spend a lot of time selecting and managing their technology tools to deliver for their clients. But clients don't hire advisors for their tech; they hire them for their financial expertise — ...