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Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month, and says goodbye to the Fintech Report Card.

Watch as Jeremy Milleson, Director, Investment Strategy, Parametric, discusses the benefits of gifting securities.

When looking at the wealth management and financial advisory landscape in the coming year, definite themes emerge. There's the continued rise of cryptocurrencies and ESG investing, the never-ending onslaught of RIA mergers and acquisitions, and the glimmer of possibilities emerging for advisors coming from direct indexing and, dare we say it, artificial intelligence.  See who made our 2022 list.