As the last few days of the year tick by, it's clear that the only constant for wealthtech in 2025 will be change. In 2024, artificial intelligence and machine learning continued their rapid march ...

Before advisors start building out their tech stacks, they first need to ask themselves what they want to solve.

The new capital is expected to fund further development of the platform to support advisers and clients.

In this month’s Word on WealthTech we’re covering announcements related to AI, partnerships, executive transitions and technology price increases. There’s a lot going on in the market, so let’s dive ...

As innovation in the financial services industry continues to transform the business, so grows the need to keep up with the speed of tech to avoid being cut by the bleeding edge. Knowing what’s new ...

The numbers don't lie - advisors who embrace and leverage technology in their wealth management practice tend to outperform those who don't. Cerulli's recent research shows that almost 30% of ...

Private equity firms are key players in wealth management. About 77 percent of all transactions in the first quarter of 2023 involved private equity either directly or indirectly, according to Echelon ...

The wealthtech landscape is evolving rapidly, providing financial advisors and wealth management firms with unprecedented opportunities to enhance their services. As the marketplace buzzes with ...

Wealthtech startups are transforming the fast-paced financial management industry, and the competition is fierce. Join this VB Spotlight event for a deep dive into the key industry trends and crucial ...

Behavioral factors can adversely affect investment decisions. A study by Morgan Stanley revealed that the average U.S. investor received about 55% of the potential returns from a balanced portfolio ...

The United States is undergoing the largest multigenerational wealth transfer in history. An estimated 70% of heirs are expected to fire their parents’ investment advisors after receiving their ...