Sean Allocca

An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.

With help from automated investing platform Motif, five new funds aimed at innovative fields have launched.

Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.

The portfolio management provider is the latest advisor tech company to mark down offerings in a bid to win long-term and lucrative RIA contracts.

The move comes as competitors cut prices to entice RIAs to leave the platform.

There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors, Adams says.

Social Finance, the online services provider specializing in student loan refinancing, has taken the first step toward offering zero-fee ETFs.

Employees at Carson Group love the outdoors and regularly participate in events like the Spartan Race, a course filled with treacherous obstacles.

The firm expects to add $10 million in revenue once the deal closes later this year.

If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."