Technology

Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.

Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms.

Board chairman James Fox will serve as interim CEO until a successor is found.

The AI-powered employee financial wellness platform is meant to help small- to mid-sized advisors gain traction in the retirement plan market.

Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.

Despite initial excitement, enthusiasm for Meta’s new social media platform has been flagging among advisors.

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

What does the history of John Deere, a 185-year-old agricultural company, have to tell us about the state of AI in advisor technology?

Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as storylines to look out for in the...

Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on.