Technology purpose-built for travel advisors has exploded in recent years. With this profusion of tech, though, comes something that is both a blessing and a curse: choice.

WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation, the parent company of Bryn Mawr Trust Advisors, today announced key leadership promotions and appointments. These strategic changes ...

The 11th edition of the Travel Institute's Certified Travel Associate (CTA) certification program, launched Tuesday, has a new cruise module available to advisors, developed with the support of CLIA.

Carolyn McClanahan, CFP, MD, is the founder and president of Life Planning Partners, Inc. She is a contributor to CNBC, Investopedia, New York Times, Wall Street Journal, and Washington Post, and a ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion and Flourish today announced an expanded integration that helps advisors bring client cash more fully into the wealth management experience. The enhanced ...

Thrivent Financial for Lutherans is planning to add 600 new financial advisors in 2026, with roughly one-third of these new hires expected to join the virtual team. The Minneapolis-based insurer and ...

Founded on the vision of igniting purpose, enriching lives, and creating prosperity, it’s no surprise that MassMutual New Mexico is the fastest-growing financial services firm in the state. They are ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

DeepVest and Advisor CRM have separately unveiled AI-driven updates designed to help financial advisors work more efficiently with client data — without leaning on generic, one-size-fits-all analysis.

Singapore’s OCBC Bank has launched a generative artificial intelligence (GenAI) training programme for its 900 wealth advisors in Singapore, in a bid to improve sales performance and client ...

Artificial intelligence is gaining rapid traction across wealth management as leaders of registered investment advisors and their vendors make the business case for the new technology with terms like ...