Banks are accelerating investment in digital infrastructure as wealth management units confront a tightening advisor labor market and rising client expectations. New research from Cerulli Associates ...

Wells Fargo launched Advisor Gateway following a $1 billion tech investment, while Smarsh introduced AI compliance ...

Merit Financial now supports the Advisor360° platform, offering advisors seamless integration, meaningful tech choice, and zero workflow disruption.

Competition from direct-to-consumer platforms is intensifying. Retail brokerage providers have expanded at a five-year ...

Zocks announced the launch of Document Intelligence, an AI-powered feature, which will first be available as part of the company’s integration with financial planning platform eMoney Advisor. DI ...

As many financial advisors have noticed, 2025 was a transformative year in wealth management, especially for artificial intelligence in technology stacks. While 2025 was largely about experimentation ...

Advisors often see a significant drop off in assets when they switch firms, according to research compiled by Cerulli Associates. The firm found that advisors who move from one broker-dealer to ...

Advisors spend a lot of time selecting and managing their technology tools to deliver for their clients. But clients don't hire advisors for their tech; they hire them for their financial expertise — ...