As wealth management firms rush to keep up with new technological developments, one common oversight is not testing the tech with the people most likely to use it: the advisors.

iCapital's Jason Broder talks about the fintech's massive expansion to help advisors implement alternative investments in traditional portfolio management.

CHIP founder and CEO Dana Wilson originally created the platform as a directory of financial professionals of color. Now, Wilson wants to use the platform to address the racial wealth gap.

The three influential figures' presentations at Morningstar's conference offered a primer on navigating a challenging field increasingly driven by technology.

Three veterans with decades of experience shared their time-honed secrets about using investment research in ways that are understandable to clients.

Many firms are investing in new technologies, but employees say they feel behind on the training, according to a recent Arizent survey. Here's how firms like Morgan Stanley, Raymond James and Orion are integrating new tools for their staff.

The publication selected 20 women who have shown strong leadership and communication skills.

There are times when vendor contracts must come to an end, particularly as new technology providers enter the market. CEOs offer tips for ending a vendor relationship and what to put in contracts to protect data in a breakup.

More high-tech vendors are entering the market, making it harder for wealth management firms to keep a long-term relationship with third parties.

In less than one year since taking over Orion, CEO Natalie Wolfsen has embarked on a massive journey to fully integrate the firm into an open architecture, holistic platform. Part of that plan includes employees coming into the office more.