Ritik Malhotra, the founder of Savvy Wealth, explains how his firm is trying to use technology to make financial advisors’ work more efficient.

Hexaview's Agentic RIA framework lets wealth managers swap intelligence engines without touching their infrastructure ...

Anthropic's Claude CoWork plugins offer automated portfolio analysis and rebalancing for wealth management firms and advisors ...

Quick Summary ・An AI-powered financial planning platform with human support ・Transparent, flat-fee pricing model ・In-depth ...

The future of wealth management recruiting isn’t about finding people who look like yesterday’s advisors. It’s about identifying who can grow into tomorrow’s partners.

Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access ...

I'd rather help five firms grow from $2 billion to $10 billion than help 30 firms just hover along,” says AWP founder and former Focus Financial Partners chief growth officer Eric Amar.

The pair wrestled with succession, the prospect of debt, talent shortages, client continuity—before choosing a partner.

The Minneapolis aggregator has acquired wealth advisory businesses in Kansas and Oregon.

InVestra founder Erin Eiras will deliver the keynote address at the Fearless Summit 2026, a gathering of wealth management ...