The IBD's advisors can expect new technology and product offerings, says David Knoch.

J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.

About 82% of financial advisors are already using financial planning software.

The aggregator buys two RIAs with a combined AUM of over $800 million.

The firm's partnership with software issuer BondLink aims to expand access to aggregated issuer data.

Asset managers have felt the pressure as volatility roils global markets and investors continue to demand low-fee funds that require far fewer workers.

Investing in technology is an ongoing expense.

The New York-based firm has secured over $62 million in equity funding since its founding in 2014.

The purchase will add to one of the asset manager’s key businesses, Aladdin.

The value custodians offer RIAs is not going away any time soon, but it is has changed.