WealthStack

Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.

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

Shane Cummings, an advisor and director of technology and cybersecurity, has helped keep the $3 billion AUM firm efficient, flexible and focused on security.

Monthly subscription fees for financial planning were up 6% from 2022, according to a new AdvicePay study.

According to J.D. Power’s annual survey on self-directed investors, Fidelity took the top marks for DIY investors seeking guidance, with Charles Schwab following closely behind.

Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.

As advisory firms continue to confront the challenges of technology integration there are steps they can take to help mitigate them.

In 2024, client expectations have evolved with the rise of instant gratification fueled by technology.