Bill Harris has spent much of his career trying to move financial services onto new technological rails. He ran Intuit and PayPal, founded Personal Capital and, more rec…
Prudential Advisors has a new name. It is now Prudential Wealth Advisors. But the company says the change is about more than a new sign on the door. The rebrand refle…
The arrival of Meta’s Muse artificial intelligence agent has introduced a new source of uncertainty into financial markets: What happens to banks, insurers, brokerages a…
32-year-old Auburn firm joins Modern Wealth to expand client capabilities and support next-generation advisor development. Modern Wealth, a registered investment adviso…
Two years after setting a new strategic direction, InvestCloud is seeing that strategy translate into measurable momentum across the business and has announced significa…
Composition Wealth is strengthening its senior leadership as the registered investment adviser seeks to expand its business and attract more financial advisors. The L…
Kelly LaPalio joins as Vice President of Advisor Growth Marketing as the independent wealth management platform seeks to expand digital marketing support for advisors.…
Anthropic has spent much of the past year pushing Claude deeper into financial services. Now it is moving directly onto the financial advisor’s desktop. On Monday, Anth…
Earlier this week, Anthropic made what initially sounded like a bombshell for the wealth management industry: The giant AI platform had launched Claude for Financial Adv…
For financial advisors, professional networking is becoming more than a way to exchange business cards. It is becoming a source of education, community and practical kno…
Artificial intelligence is getting better at identifying problems across wealth management, but according to Surge Ventures CEO Sid Yenamandra, that may not be the harde…
Just weeks after CogniCor appointed Shannon Eusey, Chairman and Co-Founder of Beacon Pointe Advisors, to its Advisory Board, the Palo Alto-based intelligence and orchest…