The new tool replaces a geography-based system with one based on extensive research and client feedback.

“Current DAFs don’t do enough to actually help people give the money in the funds away,” says CEO and co-founder Adam Nash.

Cathie Wood says the collaboration provides advisors access to ARK’s crypto strategies with the benefits of direct ownership, low minimums, and portfolio reporting integration.

These three advisor technology providers stood out from the pack, according to Senior Technology Editor Davis Janowski.

Despite delays and glitches, the third-annual AdviceTech.Live was well-balanced between new tech demos and lively panels, raised $32,000 for financial planning-related organizations, and demonstrated that virtual-only advisor conferences—born out...

Following the blockbuster settlement, expect messaging apps and personal devices to be a 'routine' part of SEC scrutiny for firms of all sizes, say compliance experts.

The wealth management industry's approach to technology diminishes the value of comprehensive AI-enabled solutions.

The latest buzzword in wealth management has advisors scratching their heads. 

From personnel updates—Pontera gets a CMO—to a one-page plan from startup Elements, it was a busy week in advisor tech.