Unlike human advisors, AI responds instantly at 2 a.m. when money worries keep you up. There is no embarrassment in asking ...

A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only ...

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for ...

NEW YORK, Nov. 14, 2025 (GLOBE NEWSWIRE) -- Newsweek, in partnership with Plant-A Insights Group, announced today the 2026 ranking of America's Top Financial Advisory Firms, recognizing 1,000 leading ...

Why fiduciary ethics and human-centered design must guide the next generation of fintech innovation Automation has transformed how financial leaders deliver guidance, expanding access, streamlining ...

They created 10 scenarios - fictional characters with different ages and life situations seeking investment advice. They sent these scenarios to 190 financial advisers for their portfolio ...

WealthFeed, the AI-powered money-in-motion prospecting and enrichment platform for financial advisors, today announced a strategic collaboration with Proofpoint, Inc., a global leader in technology ...

Zocks, the privacy-first AI assistant for financial services, and Kestra Financial, an industry-leading wealth management platform, today announced an agreement to make Zocks available to Kestra's ...

NFU Mutual has gone live with Focus Advice Technology’s new advice platform, rolling it out across its 280 agency offices ...

Focus Advice Technology (“Focus”), the award-winning advice technology provider, today announces the go-live of its new advice system with NFU Mutual, marking ...

SoFi makes money through its lending division. It generates income from net interest and fees on products like student, personal, and home loans, and from selling these loans to institutional ...

Apex Fintech Solutions Inc. (“Apex”), a leader in digital investment infrastructure, has announced a strategic collaboration ...