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An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.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

The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.

The new tools are meant to help advisors manage a growing number of clients in retirement.

Market skepticism is one of several hurdles for RIAs, says Walters. Compliance fears are another.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

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.