The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

The firm cut its headcount by 22% while boosting productivity by 48% in 2018, and it plans to roll out a new desktop platform for its 1,060 representatives.

The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.

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

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.

Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.

Firms are seeking these three specialties.

The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.