As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

Momentum Advisors' Allan Boomer details his journey from a Merrill intern to Goldman Sachs to independence as a true ...

Boston Financial Management was founded in 1976 by Chairman of the Board Richard H. Morse, who will retire as part of this ...

The wealth management giant has bolstered its independent advisor arm again with the latest additions in the Pacific ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

That’s an issue the wealth management industry is going to need to address ... and when we asked if they would rather manage ...

Founded in 2023 by former Google engineers Era and Divam Jain, the New York-based companys artificial intelligence (AI) ...

Zeplyn, an artificial intelligence (AI) assistant designed for financial advisors, has garnered $3m in seed funding to ...

Zeplyn, designed to streamline wealth management workflows, has raised $3 million in a seed funding round led by Leo Capital.

Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market.

In the rapidly evolving landscape of wealth management, artificial intelligence (AI) has emerged as a transformative force.