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The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

When technology moves as quickly as artifical intelligence in finance has over recent months, it begins stretching and distorting our civic and cultural codes...

Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...

Every time we take a break from talking about the promise of future, we have a chance to discover how the...

FusionIQ, a cloud-based wealth management solutions provider, recently announced an integration with Interactive Brokers, a Canada-based automated global electronic broker (Nasdaq: IBKR). Through this...

Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week, we're delving into Snapdragon,...

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

The industry continued its cross-partnerships with end users as the focus. This time, though, the AI conversation continued, with vertical integrations occurring everywhere. Headlines to...

As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...