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.

The firm’s investment in Beacon Platform will be used to deliver quantitative research tools to its 240 portfolio managers globally.

The investment gives the world’s largest asset manager a focus on small-time investors.

“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.