Portfolio

CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.

The robo advisor scouted several cities for a second location apart from its New York City headquarters.

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

Millennials lag behind in terms of credit card debt and retirement savings, but they spend the most on vacation, dining out and other unnecessary expenses, according to a new study.

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

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

A new FINRA initiative to root out breaches of supervisory rules on 529 plans provoked criticism from the IBD advocacy group.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

The calculus has changed due to plunging coin prices and regulatory tightening, which raises the risk of forced refunds.