Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

Mega-firms are hardwiring portfolio, planning and estate tools into their core platforms to defend market share and deepen ...

Only 14% use AI to identify investment opportunities and just 3% mak e AI-generated financial recommendations.

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 ...

The advisor technology platform provider and consultancy Milemarker has added its own chief technology officer. The firm, which was launched and co-founded by industry executive and serial ...

Advisors often see a significant drop off in assets when they switch firms, according to research compiled by Cerulli Associates. The firm found that advisors who move from one broker-dealer to ...

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...