The provider of an all-in-one software package will now offer advisors outsourced investment management.

Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.

Here's what happened over the last week in wealth management.

A new study shows game techniques can push consumers into riskier financial decisions, and advisors are seeing the effects on clients.

It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.

The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.

The company has added $1 billion in assets in 18 months.

After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.

How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.

Social media and solid investing don't always mix.

Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.

Here's what you my have missed this week in wealth management.

How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.

The partnerships are a big win for the rapidly growing wealthtech.