While the technology will be used to identify patterns in large data sets, it will not be used to automatically initiate any trading on its own.

Fractionalized investments and distributed ledger technology will take the friction, and embedded costs, out of investing, Tokenbridge's founders say.

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.

Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.

Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.

Rothschild, a former Morningstar and Apex executive, joins the global PE firm as an operating partner to help identify opportunities in the wealthtech space.

Replacing a 700-year-old system of recording asset ownership with digital chips comes with its own set of risks.

Firms will have to be transparent, provide adequate guardrails and deliver impactful strategies to succeed because while AI won't replace humans it is not going away.

Meant to eliminate conflicts of interest on self-directed trading apps that use AI and predictive analytics, the rule would in fact cut off market access for many of the investors who use them, a lawyer for the tech firm argued in a recent public...