Four prominent academics weigh in on how technology will impact wealth management in the years—and decades—ahead.

Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients. Here, a selection of working advisors on wealth management technology in the near—and...

Citadel’s founder discussed his views on `Bloomberg Wealth with David Rubenstein.’

Crypto education and access provider Onramp Invest will be led by co-founder Eric Ervin.

The Lincoln, Neb.–based RIA failed to disclose that it would benefit from revenue-sharing payments when clients invested in certain mutual fund share classes, and it will pay $4.6 million in restitution and penalties.