For wealth management firms, finding and converting the best potential clients is essential for organic growth.

Jump and Zocks have both recently collaborated with independent broker-dealer Osaic and seen growth in their user bases.

Many see AI as augmenting, not replacing, the work of financial advisors, but experts still have plenty of concerns, from ...

Margaret Franklin explains what she has seen in other markets and what Canadian advisors can do to prepare as AI upends this ...

Explore how AI is revolutionizing finance, from institutional dominance to democratization and beyond. Discover the future of ...

As financial technology continues to evolve rapidly on a global scale, AI-driven wealth management is emerging as a major ...

I recently spoke with Matt Fleissig, co-founder and CEO of Pathstone to learn from the their playbook on wealth management ...

Citi's poor technology is well known on Wall Street, but wealth boss CEO Andy Seig hopes to gain ground with this new hire ...

A pair of surveys shed light on how advisors want to use generative AI – and the biggest barriers holding them back.

Dipendra Malhotra, former head of analytics, AI and data at Morgan Stanley's wealth unit, will help drive technology ...