Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the new year.

Private banking is evolving from a relationship-only model into a technology-enabled wealth advisory ecosystem. Across Europe ...

TaxStatus introduces tax preparation tools while Docupace appoints Scott Willette as CTO and PPB enhances its platform ...

Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...

NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (BR) (NYSE: BR), a global Fintech leader, today announced that it has been positioned as a Leader in the inaugural IDC ...

The emergence of 'long horizon AI' and the learning curve facing advisors, David Bailin, founder of independent wealth ...

NEW YORK, NY / ACCESS Newswire / June 3, 2025 / ForNext Inc., a tech-driven global asset management firm founded in 2020 and headquartered in New York City, is proud to announce its full-scale ...

From left, Era Jain, co-founder and CEO of Zeplyn; Janise Brooks, president of PAX Financial Group; and Trevor Chuna, senior vice president and chief technology officer of the Sequoia Financial Group ...

Private wealth management in Asia and the Middle East has long been built on relationship depth, trusted networks, and the ...

IRALOGIX, a leading provider of cloud-based, fully paperless IRA recordkeeping and technology solutions for the wealth management industry, has been named to FinTech Global’s prestigious 2025 ...

NEW YORK--(BUSINESS WIRE)--OneVest, a leader in wealth management technology, today announced the launch of its platform capabilities in the United States. The company’s highly configurable platform ...

Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.--(BUSINESS WIRE)--Advisor360° has ...