A couple of stories made waves across the industry this month, and we want to break down what it all means for advisors. We’ve handpicked five headlines for August’s Word on WealthTech to offer some ...

With 2025 nearly over, it seems as though everyone is feeling tired in the same way. Tired of the feed, the noise, and trying ...

Hiring Arun Anur is another clear move for Orion to become far more than a technology platform, moving toward an investment platform that is more competitive with Envestnet. We expect this to be a ...

Microsoft announced on Thursday that it will add artificial intelligence (AI) technology to its Microsoft suite of business tools and programs. In a news release, Microsoft said its new AI feature, ...

In 2010, I began my teaching career as a high school English teacher. After seven years in the classroom teaching middle and high school students, I transitioned into instructional technology, where I ...