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.

New research shows visuals and gamified tools can dramatically boost client understanding and engagement around complex ...

Advisors are only human, and mistakes are bound to happen. But missteps, for all the pain they can cause, can also help an ...

Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.

The nation's largest bank said Monday that it will continue to invest in artificial intelligence, despite fears that the ...

Impact investing experts admit that the first year under President Trump has brought changes to the rhetoric around ESG. The ...

Paul Reid Galietto's lawyer says he was let go by Credit Suisse in 2021 after the firm tried to unfairly blame him for losses from the collapse of the giant family office Archegos Capital Management.

With AI concerns crimping wealth management firms' stock values, an analysis by Fitch Ratings reveals the companies' underlying dynamics after a strong 2025.

Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.