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.

The $150M RIA left an IBD they had been in business with for 11 years.

Once deeply flawed, such policies are now a necessary piece of a firm's toolkit — but picking the right one is tricky.

Industry veterans and newcomers offer their takes on key issues facing asset management companies.

New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.

In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.

Nap pods and beanbag chairs are nice, but what employees really care about are personal respect and generous compensation. Oh, and it helps to be dog-friendly.

A look at the difference in responses between employees working for companies that made the list and those that did not.

Some companies on SourceMedia’s Best Fintechs to Work For list offer their employees extra time off to live boldly.

Three years ago, the New York-based fintech started organizing a monthly gathering for its female employees. The meetings have helped participants find role models.

A collaboration between SourceMedia and the Best Companies Group, the list is derived from reviews of employer benefits and policies and comprehensive surveys filled out by the companies' employees.