In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.

From 19th-century financial panic to reimagined Charles Dickens, here are the vacation-worthy books according to some fintech execs.

Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.

In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.

SEI may not be the first firm that comes to mind when thinking about the industry's custodians, but the firm has built a substantial client base of financial advisors over more than 30 years.

A strategic partnership between the wealth management platform and Callan Family Office aims to build better software for advisors working with complex clients.

The deal between Edward Jones and Quicken is expected to appeal to next-generation clients as they begin accumulating wealth.