The revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.

Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.

President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.

Co-founder Shannon Eusey will step into the role of board chair as Matthew Cooper becomes the firm's second CEO.

The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.