If you’re reading this, chances are it represents a shrinking proportion of the content you consume in written form. While text is far from gone, engaging and easily digestible video is rapidly ...

If you regularly read wealth management media, you’ve likely seen the name Tim Welsh. Welsh is a frequent speaker at events and a consultant to firms looking to navigate the investment advisory ...

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 ...

It isn’t just investors who are interested in technology. Advisors are just as interested, and their level of satisfaction at their firms directly corresponds to the technology they’re using, ...

With every click and swipe, the way we live, work and connect has been reshaped by technology. As our clients' expectations evolve, so too must our approach to meeting their needs. Technology is ...

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 ...

Hence we have technology startups like Nevis, which was in the news recently after closing a $35 million Series A funding ...