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

The platform’s AI assistant provides intelligent insights and answers queries by understanding the user's portfolio.

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

Among self-directed clients, 44% say they “strongly agree” that they expect their wealth management firm’s websites and apps to help them meet their financial goals. That percentage is up ...

While the two may often come together, wealth management and asset management are not the same. Each plays a distinct and important role in your financial management. Here's what you need to know ...

Wealth management services cater to affluent individuals for comprehensive financial needs. Minimum assets for such firms typically start around $500,000 with services scaled by net worth.

Here are key areas of focus that can help wealth management professionals support families in building a future on their own terms: Profit and prosper with the best of expert advice on investing ...