Sean Allocca

In a sweep of changes, the custodian is embracing an open architecture technology platform.

The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.

Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.

Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.

As wealth managers collect more client information, it is up to advisors to understand the value of data to the business and how it needs to be handled.

Current billing systems present a number of compliance oversight issues for larger financial institutions, says co-founder Alan Moore.

It's unclear how automated investment platforms will perform during a major market downturn and what that could mean for advisors' bottom lines.

The restructuring comes as a competitor enters wealth management data aggregation.

The growing number of independent financial advisors could spell trouble for traditional RIAs, says the head of the national advisory firm.

Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.