Author: narayan

In early February, the launch of Altruist’s artificial intelligence tax planning tool sparked a selloff in wealth management stocks, erasing

There’s so much negativity in the news today that it’s easy to take a dystopian view of the future. But

iCapital and Envestnet announced an expansion of their strategic partnership, enabling Envestnet’s advisor users to access alternative investments and structured

Asset and wealth management divisions at JPMorgan Chase, Wells Fargo and Citigroup all boasted double-digit year-over-year revenue growth, though broader

If you’re getting worried about missing the next great artificial intelligence-driven wealth-tech tool, you may be better off taking things

Buffer ETFs have reached $87 billion in AUM and ETF sponsors continue to bring new flavors to the market. Investors

Hightower Advisors is set to launch a new centralized wealth management platform called Hightower One this summer, with full rollout

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Oliver Cross, founding partner, senior advisor and

Diversified portfolios outperformed the traditional 60/40 model in 2025, according to the 2026 Diversification Landscape report from Morningstar. However, over

In early February, the launch of Altruist’s artificial intelligence tax planning tool sparked a selloff in wealth management stocks. But