Technology

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

Artificial Intelligence

Investment Platforms

Marketing Technology

Top Technology Stories

Artificial Intelligence

Osaic CEO: New Advisor Tech Tools 'Will Blow Your Mind'

By Jane Wollman Rusoff

Artificial Intelligence

BlackRock Has Built an AI Analyst, ‘Asimov,’ to Scan Filings

Artificial Intelligence

Integrated Partners Launches AI-Powered Advisor Dashboard

Trending Stories

1

Social Security

How the New $6,000 Tax Deduction for Seniors Really Works

2

Trusts and Estates

6 Estate Planning Strategies Sparked by Trump’s Budget and Tax Bill

3

Behavioral Finance

Here's How Much Money It Takes to Feel Wealthy: Schwab

4

Customization at Scale: Using Direct Indexing to Maximize Tax Benefits and Client Value

5

Ex-Merrill Advisor Accused of Stealing Nearly $2.6M From Retired Miami Dolphin

Webcasts

How Leading Firms Are Deploying AI Without Compliance Risk

Sponsored by Smarsh Watch Now

Customization at Scale: Using Direct Indexing to Maximize Tax Benefits and Client Value

Sponsored by Orion Watch Now

Inside Cetera’s New Service Model: A Conversation with President Todd Mackay

Cetera Wealth Management Watch Now

Podcasts

Understanding the Retirement Revolution

ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

It’s Time to Talk Taxes With Sophia Duffy

ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

Busting Retirement Income Myths With Michael Finke

ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now