Competition from direct-to-consumer platforms is intensifying. Retail brokerage providers have expanded at a five-year ...

RFG Advisory is strengthening its platform with new board appointments and a strategic investment aimed at accelerating its ...

At the T3 Conference, Joel Bruckenstein shares what’s driving the next wave of innovation in wealthtech. This year’s focus on ...

Advisors spend a lot of time selecting and managing their technology tools to deliver for their clients. But clients don't hire advisors for their tech; they hire them for their financial expertise — ...

As many financial advisors have noticed, 2025 was a transformative year in wealth management, especially for artificial intelligence in technology stacks. While 2025 was largely about experimentation ...

Interest in alternative investment products continues to be strong among financial advisors, but firms going into this arena need help with education and technology, according to a new report ...

Advisors are fulfilled and happy (87% find meaning and 84% happiness in their career), and over half see AI acceleration as the No. 1 growth catalyst for 2026 “The energy in our industry is ...

Flourish’s CEO discusses his vision for the company, rising expectations from clients, dynamic financial planning, and strategies for organic growth. Host: Greg Bartalos. This transcript was prepared ...