Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the new year.

Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...

The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.

TaxStatus introduces tax preparation tools while Docupace appoints Scott Willette as CTO and PPB enhances its platform ...

MassMutual, a leading mutual life insurance and financial services company, and Orion, a premier provider of wealthtech solutions for financial advisors and enterprise firms, today announced the ...

Advisor360deg has been recognized as a Summiteer in a new research report from The Oasis Group, a leading consultancy for the wealth management industry. The Summiteer designation is reserved for the ...

Partnership delivers flexibility and control over workflows, simplifying estate planning processes for 2,400+ Advyzon advisors Wealth.com, the leading end-to-end estate planning platform for financial ...

According to John O’Connell, CEO of the Oasis Group, wealth platforms should not be evaluated on a simple good-versus-bad scale. “It’s not good or bad necessarily,” O’Connell says. “One of the biggest ...

Dive into a comprehensive comparison of Vanguard and Fidelity.

OAKS, Pa., Oct. 29, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Clermont Trust USA, an independent trust company serving family offices and high-net-worth individuals globally, is ...

The platform will adhere to stringent standards of governance, data protection and regulatory compliance, ensuring a secure ...

A slew of fintech apps have emerged in recent years to tap a growing interest in investing and wealth management among Asian ...