As AI adoption accelerates across wealth management, Jump's new operating system model--backed by its recent $80 million Series B funding round--positions the company as a long-term infrastructure ...

And this month, FINNY is in the news for yet another fundraising deal, this one a $17 million Series A round at a whopping ...

Advisor technology providers introduce artificial intelligence capabilities to streamline advisor workflows and cut manual ...

Advisors see AI-driven platforms launch new tools for planning automation and efficiency gains at the T3 technology conference ...

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 ...

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 ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion today announced Orion Denali AI, the new enterprise intelligence platform powering its AI-first ecosystem and transforming how advisors and executives turn data ...

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 ...

Robo advisors use technology to create investment portfolios that match their users’ needs and goals. Robo advisors are often a good option for beginner or hands-off investors, but they might not meet ...