For Ritik Malhotra, founder and CEO of Savvy Wealth, building a tech-backed wealth management software provider wasn't just about building AI tools for the advisor, but also building the tools for ...

Master the technologies that will redefine your practice’s potential. Join us on December 17th for the GrowthTech Summit—a premier webinar designed to empower financial advisors and technology leaders ...

There’s no question that technology and wealth management have become inextricably linked. Investors are increasingly weaving tech tools into their financial journey and looking for advisors to ...

New research by Cerulli Associates indicates that financial advisory practices that integrate technology extensively are experiencing more rapid growth compared to those that do not. The findings, ...

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 ...