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In the news

Stay up to date on our latest advancements and experts’ thoughts on industry trends.



Young advisors welcome AI, but regulatory concerns restrict its use

Most young financial advisors say artificial intelligence will enable them do their jobs better, but they...

November 29, 2023


Next-Gen Advisors Upbeat on AI: Survey

Younger financial advisors are generally optimistic about the emergence of artificial intelligence in wealth...

November 29, 2023

Traders Magazine

ON THE MOVE: Brian Steele Joins DTCC; Brian Williamson to UBS

DTCC has hired Brian Steele as Managing Director, President, Clearing & Securities Services, effective...

October 2, 2023

Plan Sponsor

Retirement Industry People Moves

Joe Urwitz will join law firm Crowell & Moring LLP as a partner in its tax group, guiding clients on...

September 29, 2023

Private Banker International

Advisor360° appoints a new member to the board of directors

Mike Fanning, the former head of MassMutual US, has been appointed to the board of directors of Advisor360°,...

September 27, 2023

Digital Wealth News

Advisor Tech Talk

This was not a quiet week on the advisor side of fintech news.

August 21, 2023


Summer 2023 Interns Across the Tech Industry

We noticed that companies have been bringing back their summer intern programs, so we decided that it was...

August 14, 2023

Financial Planning

Older investors flock to AI stocks as Gen Z plays it safe: Wealthtech...

A new study from wealth management software provider Apex Fintech Solutions suggests that the promise of AI...

August 11, 2023

Digital Wealth News

The Week in Digital Wealth

Leading broker-dealer solutions firm Advisor360° revealed several upgrades and additions to its ecosystem.

August 7, 2023

WealthStack Roundup: TIFIN Announces Executive Hires

Advisor360° announces several client portal and platform updates and Modern Life debuts its generative AI...

August 3, 2023

Think Advisor

The Secrets Behind Commonwealth’s Award-Winning Advisor Satisfaction

In the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study, Commonwealth received an overall...

July 14, 2023


HNW clients want more online engagement and to leave the 'heavy...

A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but...

June 22, 2023

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