Jump secures $80M Series B funding led by Insight Partners to build AI operating system serving 27,000 financial advisors nationwide ...

Discover how RIA mergers and new tech innovations are reshaping financial advisory. Find strategies and opportunities for advisors adapting to industry changes.

As independent advisors across the US contend with a growing array of technology and investment choices, Andree Mohr, president of Integrated Partners, is calling for a renewed focus on simplification ...

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced a ...

Investor interest in cryptocurrency increases despite limited advisor education, 51% of advisors already use generative AI, with client engagement and marketing as top benefits NEW YORK, Feb. 2, 2026 ...