Fact checked by Vikki Velasquez Generative AI tools like ChatGPT and Claude are household names now, but not just because ...

The future of finance lies not in choosing between human advisors and AI but in harmonizing the strengths of both to deliver ...

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with RightCapital, the ...

The last time advisors were allegedly under assault was from the robo advisors circa 2013. We learned pretty quickly that ...

Survey reveals the ripest themes in private alternatives, as well as the biggest roadblocks to broader alts adoption.

When hiring a financial adviser, ask these 10 questions to weed out the duds and find the right person to manage your nest ...

Roughly 200 advisors at the firm are being named "founder specialists" for their track record helping entrepreneurs do ...

The Canadian startup's latest funding round, raising $60 million from the banks and other investors, is set to fuel its ...

Trust & Will, the leading digital estate planning platform, today announced the launch of EstateOS™, the nation's first intelligent platform engineered to modernize how legacies are planned, managed, ...

We’ve taken a look at some of the best financial advisors available and narrowed down a comprehensive list of our top picks. Each platform has its own unique offerings for consumers. Read on to ...