Every few years a piece of technology comes along that, at least according to its promoters, will eliminate the need for ...

At the T3 Conference, Joel Bruckenstein shares what’s driving the next wave of innovation in wealthtech. This year’s focus on ...

Savvy Intelligence integrates client data to streamline financial planning and advisory services for wealth managers ...

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 ...

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 — ...

One broad type of niche that fits in this last category is equity compensation. Employees who are paid with equity – e.g., in ...

Technology will continue to improve, but it does not replace the need for someone who can help employers make better decisions and employees achieve better outcomes.

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 ...

Paul Weiss ranked in the Top 5 and Angie Martindale in the Top 10 for client impact, industry influence and thought leadership SAN CLEMENTE, Calif., April 7, 2026 /PRNewswire/ -- Bluewave Technology ...