I’m the president and CEO of Willow Creek Wealth Management, an RIA in Sebastopol, Calif. It’s about an hour north of San Francisco. It’s a cool spot in the wine country in Sonoma County. My ...

PPL Corporation is overhauling how it tracks, prioritizes, and manages technology spending as part of a broader effort to modernize its utility operations. Working with Accenture and software provider ...

Yet another artificial intelligence-driven note-taking application for financial advisors has come out of stealth and raised seed money. Zeplyn, an AI assistant for financial advisors, announced this ...

AI is changing everything—especially when it comes to how the C-suite evaluates financial technology investments.

It’s happening and will continue to do so, but it’s not without challenges. That’s the converging relationship between wealth and tech. Advisors widely acknowledge the need for innovative platforms ...

LPL Financial announced $500 million investment in technology to enhance advisor tools and client experiences, including AI solutions and leadership expansion. LPL Financial LLC announced significant ...

Forbes contributors publish independent expert analyses and insights. I cover the impact of AI and Machine Learning on the supply chain. In today's manufacturing and supply chain environment, a ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...

For financial advisors looking to maximize their impact, having the right tech tools in your arsenal is no longer an option. It's a must. But considering the rapid rate of wealthtech innovation and ...

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced the appointment ...

Tech is a game changer for wealth managers, giving them the one thing they can’t create – time. No matter what role a technology solution is designed for, its primary benefit is completing a task ...