Betterment Advisor Solutions announced the expansion of its model marketplace, adding new portfolio strategies from leading asset managers including Goldman Sachs Asset Management, State Street ...

The race to get into advisors' tech stacks with AI continues its fast and furious pace this week as Opto Investments welcomes a CAIS veteran to a leadership role, while Jump and Zocks each announce ...

Veteran wealth management and fintech executive to lead business development and client relations, streamlining private markets investing for RIA, family office and institutional clients Opto ...

You can talk to the chatbot like it's a friendly acquaintance, and it'll help you get a lot done. Amanda Smith is a freelance journalist and writer. She reports on culture, society, human interest and ...