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

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Financial Planning

Meet the 2024 Luminaries Winners

By Janet Levaux
Financial Planning

SEI Acquires LifeYield to Boost UMA Capabilities

Life Health

5 Keys to Building a Successful Business Process

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Webcasts

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Trump's Market Impact: Navigating Opportunities in AI, Crypto and ETFs

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The Path to Independence: Navigating the Four Key Dimensions for RIAs

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Preparing Portfolios for 2025: Macro Outlook, Bond Strategies and ETF Trends

 PIMCO (Sponsored) Watch Now

Podcasts

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Discovering your Greatest Tool

 Cambridge Investment Research, Inc. (Sponsored) Listen Now

A New Framework for Fee-Based Annuities with David Lau

 Jackson National Life Insurance (Sponsored) Listen Now

Bogart Wealth Uses Education to Develop a New Generation of Advisors

 Bogart Wealth (Sponsored) Listen Now

Artificial Intelligence

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Jeremy Siegel: Big Tech Stocks' Reign Could End in January
Jeremy Siegel: Big Tech Stocks' Reign Could End in January
Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform
Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform
3 Ways to Give Better Advice by Understanding Behavior
3 Ways to Give Better Advice by Understanding Behavior
With AI-Driven Personalization, Better Service for More Clients
With AI-Driven Personalization, Better Service for More Clients

Investment Platforms

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InvestCloud Rolls Out ‘Game-Changing’ Account Offering
InvestCloud Rolls Out ‘Game-Changing’ Account Offering
Orion to Acquire Summit Wealth
Orion to Acquire Summit Wealth
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can Buy
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can Buy
Opto Investments Adds Private Markets Planner Feature
Opto Investments Adds Private Markets Planner Feature

Marketing Technology

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Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform
Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform
Senate OKs Bipartisan Bill That Might Help Older Clients With Tech
Senate OKs Bipartisan Bill That Might Help Older Clients With Tech
SEC Rule Predictions: What's In, What's Out in 2025
SEC Rule Predictions: What's In, What's Out in 2025
App Uses Pill Bottles to Look Up Medicare Drug Prices
App Uses Pill Bottles to Look Up Medicare Drug Prices

RegTech

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These Two Tech Tools Wowed Judges, Advisors at XYPN Live
These Two Tech Tools Wowed Judges, Advisors at XYPN Live
Consumer Groups Balk at E-Delivery Bill
Consumer Groups Balk at E-Delivery Bill
BofA Says Regulators May Take Action Over Money Laundering, Zelle
BofA Says Regulators May Take Action Over Money Laundering, Zelle
Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool
Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool