LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.

The network brought together three dozen advisors with 20 tech vendors as it seeks their input on potential partnerships and acquisitions.

The ability for consumers to access and share data in one place could transform financial advice.

Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.

Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.

How technology could continue to disrupt financial planning.

Independent Financial Partners’ CEO predicts the firm will retain about 80% of its business, despite a daunting series of challenges.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.

The technology platform powerhouse is betting on integration, but competitors eye disruption.