Technology

Get the latest news and insights affecting financial technology (fintech) and wealth technology (wealthtech).

Artificial Intelligence
Investment Platforms
Marketing Technology
RegTech

Trending Stories

Webcasts

More Webcasts

Culture Impacts Service! The United Planners Difference

 Sponsored by United Planners Watch Now

The Empathy Advantage: How Behavioral Finance is Reshaping Planning Conversations

 Sponsored by Orion Watch Now

Planning With Purpose: Trends in Guiding Clients for Values-Based Giving

 Sponsored by St. Jude Children's Research Hospital Watch Now

Podcasts

More Podcasts

The Entrepreneurial Mindset With Reed Colley

 Jackson National Life Insurance (Sponsored) Listen Now

When Advice Matters the Most With Andrew Crowell

 Jackson National Life Insurance (Sponsored) Listen Now

Getting Social Security Claiming Right With Joe Elsasser

 Jackson National Life Insurance (Sponsored) Listen Now

Artificial Intelligence

More Stories
Osaic CEO: New Advisor Tech Tools 'Will Blow Your Mind'
Osaic CEO: New Advisor Tech Tools 'Will Blow Your Mind'
AI Saves Advisors 90 Minutes Per Client Meeting: F2 Strategy’s Doug Fritz
AI Saves Advisors 90 Minutes Per Client Meeting: F2 Strategy’s Doug Fritz
Tax Bill’s Bid to Ban New AI Rules Faces Bipartisan Blowback
Tax Bill’s Bid to Ban New AI Rules Faces Bipartisan Blowback
Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning
Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning

Investment Platforms

More Stories
Why Advyzon Chose to Partner, Not Build, to Boost Direct Indexing
Why Advyzon Chose to Partner, Not Build, to Boost Direct Indexing
For Next-Gen Advisors, Some Traits Are More Important Than Salesmanship: AssetMark CEO
For Next-Gen Advisors, Some Traits Are More Important Than Salesmanship: AssetMark CEO
Robinhood Is a 'Prime Candidate' for S&P 500 Addition: BofA
Robinhood Is a 'Prime Candidate' for S&P 500 Addition: BofA
BNY Rolls Out New Products, Services at Insite Event
BNY Rolls Out New Products, Services at Insite Event

Marketing Technology

More Stories
Senators Re-Introduce E-Delivery Bill
Senators Re-Introduce E-Delivery Bill
Financial Advisor Conferences in 2025: An Evolving List
Financial Advisor Conferences in 2025: An Evolving List
Luminaries 2025 Nominations Are Open
Luminaries 2025 Nominations Are Open
FINRA Working to Modify Firms' SEC Texting Settlements
FINRA Working to Modify Firms' SEC Texting Settlements

RegTech

More Stories
LPL Drops Suit Over Ameriprise's 'Defamatory' Data Breach Notices
LPL Drops Suit Over Ameriprise's 'Defamatory' Data Breach Notices
AdvicePay Buys Compensation Software Firm
AdvicePay Buys Compensation Software Firm
Nasdaq Partners With Amazon Web to Move More Markets to Cloud
Nasdaq Partners With Amazon Web to Move More Markets to Cloud
With So Many Tech Choices, What's an Advisor to Do?
With So Many Tech Choices, What's an Advisor to Do?