Jon Stevenson, President and Co-Founder of Astraeus, discusses the urgent need for AI-native infrastructure in the wealth ...

As the next generation takes charge of their money, wealth management firms are having to adapt their processes to suit clients who have grown up in the information age, commonly referred to as ...

In the world of personal finance, many people find themselves navigating a path without a trusted guide. The resulting advice gap leaves many worried about making the right financial decisions. In ...

Rather than relying on humans, automated wealth management makes use of complex algorithms to achieve the same results. Robo adviser software examines a client's financial objectives, assets, and risk ...

GReminders launches AI Meeting Scorecards, turning advisor conversations into structured metrics for coaching, compliance, and revenue tracking.

Feathery, the AI data intake and workflow automation platform for wealth management, today announced Sequoia Financial Group has reduced custodial account opening times by 45% after implementing ...

With artificial intelligence quickly transforming the ways in which financial advisors and wealth management firms do business, Financial Planning is recognizing outstanding work in the field.

But data doesn't care about industry labels, and in three of the oldest professional disciplines, estate planning, divorce ...

The AI and Automation Summit for Financial Advisors, a one-of-a-kind event featuring innovative technology firms, is set to take place on July 12th at 2 pm ET. Craig Iskowitz, CEO of Ezra Group, will ...

As inflation continues to erode purchasing power across Nigeria, financial experts are urging savers to rethink the traditional approach of keeping idle funds in low-interest bank accounts.

Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...