Mike Durbin says innovations in generative artificial intelligence are progressing at the same rate among consumers and institutions, while Sanctuary Wealth CEO Adam Malamed is worried about granting it decision-making powers.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award.

Advisors with fewer than four clients can now access Elements’ digital planning and prospecting platform for free.

The fintech startup leader spoke about operating 55ip before and after being acquired by J.P. Morgan Asset Management, the company’s burgeoning relationship with Raymond James Financial, using machine learning, monitoring changes in tax law and more.

Northern Star settled SEC charges that it mislead investors in public filings, indicating it had not had conversations with Apex prior to its IPO.