Suleman Din

The wirehouse hires will aid Advizr's focus on reaching smaller broker-dealers, says chief executive Hussain Zaidi.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

Distributed ledger technology is expected to provide advisors with more transparency in a variety of transactions.

After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.

You were thinking about the wrong online retailer and the wrong rich tech entrepreneur crashing wealth management.

Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.

BondNavigator joins a trend of digital tools developed to give advisors better insight into investment products.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.

The milestone cements the dominance achieved by large institutions in the online space.

CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.

Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

More deals are expected in a post-DoL world, Schwab executives say.

It’s been month after month of record-breaking, confounding growth for the cryptocurrency, accompanied by regular warnings from banks about bubble speculation.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.

Michael Lewis calls it a "pump-and-dump" scheme. Liz Ann Sonders says it's "the next kale." Should clients invest in cryptocurrencies?