The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.

In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.

Together, Advizr and Trizic raise nearly $10 million in funding.

Fintech startup GoldBean tapped by banking software firm to pair planning with financial literacy tools.

Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.

Vault and Retiremap are launching products this week that are designed to help people stash cash where they can.

KeyCorp acquired the personal financial management tool for an undisclosed sum.

Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.

Bank of America's soon-to-be-released virtual assistant, erica, is being trained to provide personal finance advice.

The launch comes as banks and other players in the advisory industry vie for the $30 trillion in wealth that is expected to change hands in next several decades.