F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

Dan and Olivia Countiss have launched their new practice, Countiss Wealth Management, and join from Edward Jones.

The deal to acquire the London-based Preqin accelerates BlackRock’s push to become a major player in alternative assets

Product launches during the first quarter of the year were dominated by large cap tech equities strategies.

His two daughters accuse their brother of mishandling their late father’s assets

Dangers abound when wealth enterprises celebrate founders over advisors.

The artificial intelligence research platform is best known for its AI-driven personalized investment advice and real-time analytics. The terms of the deal weren’t made public.