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

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

Constellation Wealth Capital's Lisa Crafford discusses the power of mentorship, strategic growth approaches and the ...

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

Raymond James executive Alex David will serve as chairman of the Association of African American Financial Advisors, the ...

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

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

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

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

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

RIAs and independent firms are forming apprentice-style programs to develop junior advisors and offering clear paths to ...