“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.

New digital integrations with CAIS and iCapital make it easier for independent advisors to access private equity and hedge funds.

The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.

The robo advisor hopes transparency on employee demographics will encourage change.

While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.

Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger.

As consolidation reshapes the market, the custodian sees an opportunity to attract tech-forward and multi-custodial firms.

Do RIAs still have a clear advantage when it comes to modern planning software?

Daily average trades on the app in June were four times higher than on E-Trade.

Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.