Back in April 2018, Michael Kitces published the first “Financial Advisor FinTech Solutions Map” in its current form. That infamous map is of great help to firms and advisors reflecting on their tech ...

The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

LPL Financial announced $500 million investment in technology to enhance advisor tools and client experiences, including AI solutions and leadership expansion. LPL Financial LLC announced significant ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today unveiled the results of its ...

This is the ninth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

With AI's accelerated presence in wealthtech over the last few years, building a modern, effective and sustainable tech stack can feel overwhelming for advisory firms. But that doesn't have to be the ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...