The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.

Instead of “disrupting” finance, Cerulli research suggests all-in-one financial hubs may be the way forward.

The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.

Companies that connect advisors and carriers are seeing a surge in use.

The deals come as millions of baby boomers enter retirement.

Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.

Clients are gravitating toward the “biggest, stable institutions,” says Morgan Stanley CEO James Gorman.

The 18-month project is part of the $3 billion that Bank of America allocates annually to new technology initiatives.

Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.