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Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...

The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

Just like our ancestors used precious metals & real estate to store wealth, the modern generation has found a new avenue - Bitcoin. Michael Saylor has suggested that BTC might serve as an efficient wealth store for many.

Fresh Finance, a leading financial technology company, has forged a strategic alliance with Wealth Management GPT, a global provider of generative AI solutions for...

Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...

In our ongoing series "AI EDUCATION", we delve into various topics around artificial intelligence to help our readers better understand the sector, because it's...

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...