As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

Regulator puts brokers on notice about its top concerns for 2019.

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

The deal combines two of the financial services industry's largest technology and processing companies.

Launching an app doesn’t have to cost millions of dollars.

Advisors should pay attention to compliance issues and evolving expectations from clients.

Quovo is acquired by competitor Plaid, which says it wants to extend its aggregation into the brokerage space.

The LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.

Efforts to build better connections to bank customer data, trade digital currency and explore artificial intelligence for security and compliance purposes were some of the biggest draws of fundraising for U.S. startups.