AltA Holdings buys BridgeFT to expand private markets infrastructure with API access to 900+ financial data partners ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...

The RIA industry suffers from choice overload with 850 asset managers and 15,000 RIAs struggling to connect efficiently ...

Among other most-read wealth management articles this week: ...

[The inexorable march of financial technology is providing competitive new services, capabilities and delivery systems for wealth management platform sponsors, asset managers and financial advisors.

NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced that it has been positioned as a Leader in the inaugural IDC ...

As for pay, Francis describes a “baseline” of favorable compensation for each employee, which includes a quarterly bonus that ...

Tis the season when wealth management firms make their wish lists for tools, platforms and technologies for the coming year. So what do the folks running the back office most want under their server ...

From left, Era Jain, co-founder and CEO of Zeplyn; Janise Brooks, president of PAX Financial Group; and Trevor Chuna, senior vice president and chief technology officer of the Sequoia Financial Group ...

The wealth management landscape is undergoing a profound transformation in the digital era. Innovative technologies are reshaping traditional wealth management practices, introducing a new age of ...

Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.--(BUSINESS WIRE)--Advisor360° has ...