Our technology columnist shares some of what inspired—and irritated—him at this year’s WealthStack conference.

The planning provider has seen significant demand from advisors, contributing to the rollout of RightRisk.

Adam Birenbaum, currently chairman and CEO of Buckingham, will become the combined company’s new CEO.

Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions.

Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.

While the firm's sales and marketing teams will benefit first, Franklin Templeton hopes the technology will have broader applications for financial services.