Banks are accelerating investment in digital infrastructure as wealth management units confront a tightening advisor labor market and rising client expectations. New research from Cerulli Associates ...

In her new role, Nabedrick will oversee the direction and execution of Osaic’s technology strategy for both advisors and end ...

FINNY’s Hunter AI automates marketing for advisors, creating personalized strategies, content and campaigns to drive growth ...

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 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 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 — ...

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.

NEW YORK, Feb. 2, 2026 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (BR) (NYSE: BR), a global Fintech leader, and the Financial Services Institute (FSI), the leading advocacy organization for ...

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 ...