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

The annual Wealth Management EDGE conference last week in Florida was a whirlwind. Despite the steamy humidity outside our beautiful new venue at The Boca Raton resort, it was rapid-fire, fast-paced ...

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

This content is contributed or sourced from third parties but has been subject to Finextra editorial review. Technology in the wealth management industry cannot be avoided. Firms will have to adapt or ...

Kearns cautions advisers against relying solely on general-purpose tools like ChatGPT or Microsoft Copilot, emphasising the superior performance and compliance of verticalised platforms tailored to ...

As the last few days of the year tick by, it's clear that the only constant for wealthtech in 2025 will be change. In 2024, artificial intelligence and machine learning continued their rapid march ...

Amplify, a provider of unified wealth management technology, has announced a new partnership with Kingswood Wealth Advisors, a network of independent firms overseeing more than $2 billion in assets ...

The wealth management landscape is undergoing a seismic shift, driven by an intergenerational wealth transfer and the increasing demand for sophisticated, technology-driven solutions. Addepar, a ...

The boundaries between retirement, savings and wealth management are blurring, and the shift is accelerating as $84 trillion transfers to Millennials and Gen Z. To this generation, IRAs aren’t just ...

Addepar, a wealth management technology platform, is charging into 2025 with several key updates that aim to enhance efficiency, improve insights, and strengthen client relationships for investment ...

One of my favorite business lessons is perfectly articulated in a scene from the movie A League of Their Own. Coach Jimmy (played by Tom Hanks) tells one of his players on the all-female Rockford ...