Technology

The Trump family did not disclose which company would manufacture the phone in the United States and sell it for $499.

Advisors have begun to embrace AI but this is only a prelude to the much bigger transformation that lies ahead.

As a newly retired financial advisor, I’m enjoying the perks of free time — including getting better acquainted with AI.

Addepar is benefitting from a race by financial advisors to arm wealthy clients with better data in volatile markets.

Over three quarters of financial planners say AI will enhance their ability to better serve clients, an FSPB study reports.

Here’s a practical guide for advisors ready to evolve, based on what we've learned from leaning in and experimenting with AI.

A text-and-voice app that is a little over a decade old is seen as the gold standard for end-to-end encrypted communications.

You don’t have to be a tech whiz to code your way to a more organized practice and better client communications.

Here’s how to familiarize yourself with the marketing rules and make sure you aren’t breaking them — especially if you take a DIY approach.

Leave instructions regarding your digital accounts and assets so your survivors have more than random bits from your online presence.