[As personalization continues to transform wealth management, advisors are being asked to accommodate not just an investor’s financial objectives but also their deeply held values, beliefs, and personal identity. Among these, faith-based considerations – particularly within the rapidly expanding universe of Biblically Responsible Investing (BRI) – are becoming increasingly important. Many investors within Christian communities […]

[AI agents are coming to financial firms to revitalize and modernize their middle office operations. For many firms, the middle office has become the single greatest drag on scale — and AI agents directly target this structural constraint. Weighed down by disconnected legacy systems, error-prone manual processes, and large personnel headcounts, middle office operations have long […]

[Among the fastest-growing product vehicles in the industry, separately managed accounts, per the FUSE Research Network, are projected to top $5.1 trillion in assets in 2026, reflecting a 15.4% CAGR over 2025 and 2026. With the ten largest SMA managers by assets representing 65% of the market, innovation will come from smaller, nimbler SMA players, that […]

[With 100,000 financial advisors retiring amidst the $84 trillion Great Wealth Transfer and rising personalized client services expectations, this guest article from Leslie Norman, Chief Technology Officer (CTO) at Dynasty Financial Partners, explores the evolving role of AI technology in wealth management firms that can bridge this advisor gap. From her unique perspective as CTO of one […]

[Home office investment teams at wealth management firms are under increasing pressure to deliver personalized client portfolios that include meaningful international exposure. Yet achieving this has often proven difficult: managing direct holdings across multiple local markets introduces operational complexity, currency management issues, and cost inefficiencies. These hurdles have made it challenging for firms to scale […]

This article is an exploratory study of the structure, workings, and benefits provided by FinTech Accelerators, as shared by startup entrepreneurs who have undergone the process. In this case study, we are learning about the recent 2025 FinTech|X Accelerator program in Tampa Bay, FL, hosted by the non-profit, globally-recognized Tampa Bay Wave accelerator, in partnership with […]

[ The rapidly evolving state of everything in the financial services industry continues in the financial marketing arena – from regulatory synchronization expanding the use of advisor testimonials to the re-evaluation of digital marketing to the new SEO – AEO spectrum. The recent NASAA proposal to align state rules with the SEC Marketing Rule – […]

[So much debate and energy are being expended by financial leaders on AI’s trajectory and real-world applications, along with the potential risks and major benefits. Unfortunately, it has proven to be a difficult process for many financial firms to determine and implement definitive AI applications into their firms. A dizzying, ever-changing array of AI options […]

[Exchange-Traded Funds (ETFs) have matured from niche products to become a core component of modern investment strategies. But their rapid rise and ever-growing diversity have placed pressure on financial advisors, institutional investors, and financial research professionals in learning how to navigate a growing global pool of disparate ETF vehicles. This higher level of complexity on […]