As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

Boston Financial Management was founded in 1976 by Chairman of the Board Richard H. Morse, who will retire as part of this ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

the last five as head of digital wealth management). Other advisors include Indyfin founder Akshay Singh, Linda Litner, a ...

That’s an issue the wealth management industry is going to need to address ... and when we asked if they would rather manage ...

Founded in 2023 by former Google engineers Era and Divam Jain, the New York-based companys artificial intelligence (AI) ...

Zeplyn, designed to streamline wealth management workflows, has raised $3 million in a seed funding round led by Leo Capital.

Pathstone, a giant Englewood, N.J., registered investment advisor focused on family offices and the ultra-high-net-worth client, has hired industry veteran Eddie Brown as chief growth officer, the ...

Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market.

In the rapidly evolving landscape of wealth management, artificial intelligence (AI) has emerged as a transformative force.

The platforms' alliance will address a major barrier for advisors that want to incorporate annuity and insurance products ...

Being proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.