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 ...

Financial advisors are accelerating a shift toward comprehensive financial planning as they look to stay competitive with ...

Investor interest in cryptocurrency increases despite limited advisor education, 51% of advisors already use generative AI, with client engagement and marketing as top benefits NEW YORK, Feb. 2, 2026 ...

As trillions shift to younger investors and advisors retire, Perry tells InvestmentNews how education, technology and ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey ...

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 — ...

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 ...

Wealth management has no shortage of technology. Yet many advisory firms still struggle with disconnected platforms, inconsistent data, and workflows that require too many manual steps. In this ...