Merit Financial now supports the Advisor360° platform, offering advisors seamless integration, meaningful tech choice, and zero workflow disruption.

Banks are accelerating investment in digital infrastructure as wealth management units confront a tightening advisor labor market and rising client expectations. New research from Cerulli Associates ...

Competition from direct-to-consumer platforms is intensifying. Retail brokerage providers have expanded at a five-year ...

As many financial advisors have noticed, 2025 was a transformative year in wealth management, especially for artificial intelligence in technology stacks. While 2025 was largely about experimentation ...

Advisors often see a significant drop off in assets when they switch firms, according to research compiled by Cerulli Associates. The firm found that advisors who move from one broker-dealer to ...

Zocks announced the launch of Document Intelligence, an AI-powered feature, which will first be available as part of the company’s integration with financial planning platform eMoney Advisor. DI ...

At the T3 Conference, Joel Bruckenstein shares what’s driving the next wave of innovation in wealthtech. This year’s focus on ...

Advisors spend a lot of time selecting and managing their technology tools to deliver for their clients. But clients don't hire advisors for their tech; they hire them for their financial expertise — ...