Advisor technology providers introduce artificial intelligence capabilities to streamline advisor workflows and cut manual ...

Quick Summary ・An AI-powered financial planning platform with human support ・Transparent, flat-fee pricing model ・In-depth ...

OneVest debuts its agentic wealth operating system and forms strategic partnership with Merit Financial Advisors ...

Wealth technology provider OneVest and Merit Financial Advisors have announced a strategic partnership aimed at supporting ...

The acceleration of generative AI is foundational to how firms operate, compete, and serve clients,” said Germán Soto Sanchez, chief product and strategy officer at Broadridge Financial Solutions.

NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced that it has been positioned as a Leader in the inaugural IDC ...

Dubai 2026, Alexander Kearns, CEO and Co-Founder of DataDasher, examined how high-performing wealth teams are redesigning ...

In five years, predicts Jelena Zec, wealth management will look pretty much the same as it does today—from the outside. “I think the human relationship will still be at the heart of it,” says Zec, a ...

That was among the findings in Financial Planning's inaugural "Cost of AI" report, which found that while most firms are spending less than 10% of their tech budgets on AI, around 76% plan to up that ...

Mohan Gurupackiam joined Steward Partners as chief information officer in January 2023. He has over 25 years of technology experience gained at various financial services companies in the U.S. and ...

Avaloq has identified India as a priority market as it expands its global wealth management technology platform, highlighting the country’s rapid transformation as one of the world’s most dynamic ...