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Get the latest news and insights affecting financial technology (fintech) and wealth technology (wealthtech).

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The Future of HNW Success: 2025 Investment and Planning Trends

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Trump's Market Impact: Navigating Opportunities in AI, Crypto and ETFs

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The Path to Independence: Navigating the Four Key Dimensions for RIAs

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Podcasts

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How Financial Professionals Can Help Clients Overcome Financial Worry

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Discovering your Greatest Tool

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A New Framework for Fee-Based Annuities with David Lau

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Artificial Intelligence

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ChatGPT Answers a Question About Life Insurance
ChatGPT Answers a Question About Life Insurance
Jeremy Siegel: Big Tech Stocks' Reign Could End in January
Jeremy Siegel: Big Tech Stocks' Reign Could End in January
Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform
Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform
3 Ways to Give Better Advice by Understanding Behavior
3 Ways to Give Better Advice by Understanding Behavior

Investment Platforms

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Frontier Asset Launches 6 Active ETFs
Frontier Asset Launches 6 Active ETFs
InvestCloud Rolls Out ‘Game-Changing’ Account Offering
InvestCloud Rolls Out ‘Game-Changing’ Account Offering
Orion to Acquire Summit Wealth
Orion to Acquire Summit Wealth
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can Buy
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can Buy

Marketing Technology

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Top 16 College Majors for the Future
Top 16 College Majors for the Future
SEC Fines RIA Over Marketing Rule Violations
SEC Fines RIA Over Marketing Rule Violations
Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform
Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform
Senate OKs Bipartisan Bill That Might Help Older Clients With Tech
Senate OKs Bipartisan Bill That Might Help Older Clients With Tech

RegTech

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These Two Tech Tools Wowed Judges, Advisors at XYPN Live
These Two Tech Tools Wowed Judges, Advisors at XYPN Live
Consumer Groups Balk at E-Delivery Bill
Consumer Groups Balk at E-Delivery Bill
BofA Says Regulators May Take Action Over Money Laundering, Zelle
BofA Says Regulators May Take Action Over Money Laundering, Zelle
Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool
Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool