White-label technology lets advisors offer cash management services to clients, including access to high-yielding FDIC-insured depository accounts through a marketplace of banks and credit unions.

Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.

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

The deal could be the first of several in the lead-gen, referral and marketing space that seeks to add reviews and ratings tech.

J.P. Morgan's latest investment in the startup incubator is fueling the firm's next round of AI-enhanced technology tools for advisors.

The newly-appointed advice tech executive talks about how he got started in politics, how this work intersects with his new role, his thoughts on the fee-for-service model debate and his vision for the future of the advisor billing software company.

The service works with an advisors' tech stack to automate things like client onboarding and billing, and marks a new area of growth for the data analytics startup.