Sean Allocca

Although first written off by industry experts, independent digital-first firms now hold billions in assets.

The offering validates the explosive growth seen in the independent channel, experts say, which has now grown fast enough to catch the eye of retail investors.

Aumoted investment platforms are betting investors want to know where companies fall on the political spectrum.

The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.

But the new rules may be a boon for some fintech firms.

The rule can only be effective if the investing public accurately understands its implications, says the firms’ chief platform officer.

Finding the right mix of tools can be daunting, says the firm’s director of financial planning.

The mobile technology came in last in a new J.D. Power survey.

The Insurance Exchange will offer products from six carriers, including Allianz Life, Nationwide and Prudential.