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 ...

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

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

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

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

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication ...

Advisors who have experience working with women clients ... Laura Cuber, wealth advisor at Bartlett Wealth Management in ...

the last five as head of digital wealth management). Other advisors include Indyfin founder Akshay Singh, Linda Litner, a ...

RIAs and independent firms are forming apprentice-style programs to develop junior advisors and offering clear paths to ...

Data is the foundation for building, training, and refining AI algorithms in portfolio management. Historical and real-time ...

The 2024 PROCU Conference marked a pivotal moment for the credit union industry, setting a new attendance record with more than 55 credit unions ...