The custodian’s NetX360 desktop now supports biometric authentication.

Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in.

“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.

New digital integrations with CAIS and iCapital make it easier for independent advisors to access private equity and hedge funds.

The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.

The ongoing coronavirus pandemic has scrambled normal wealth management operations.

Seventy-seven percent of advisors report they have lost business as a result of not having the appropriate digital tools to interact with clients, according to a new report.

The robo advisor hopes transparency on employee demographics will encourage change.

While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.

The seven-year-old firm revealed daily average revenue trades of 4.31 million for the month, greater than any of its publicly traded rivals.

Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger.

Do RIAs still have a clear advantage when it comes to modern planning software?

Daily average trades on the app in June were four times higher than on E-Trade.

Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.

The firm’s growth plans come as the industry experiences a new wave of consolidation among custodians and fintechs.

The firm is still determining which other pieces of technology it will retain after acquiring its rival.

The pandemic and work-from-home arrangements are probably spurring larger budgets.

Current and former clients claim personal information, including Social Security and passport numbers, have been exposed due to negligence.

The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.

If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.