SigFig is partnering with Citizens Bank to launch an advice platform in its effort to become a direct competitor to legacy core systems providers.

There’s a fix, but many firm owners are reluctant to make the investment.

The speed at which clients can onboard has helped digital firms fuel an explosion of new discretionary accounts — often with less staff.

“This is a chance to redesign core systems, some of which go back to PaineWebber,” says Tom Naratil, president of UBS Wealth Management Americas.

The trading app's move to create its own clearing system signals broader goals.

Jim Cracchiolo aims to boost the number of clients receiving comprehensive plans through a series of tech upgrades for advisors next year.

Startup entrepreneur sees an opportunity to simplify savings plans and financial giving for children, and hook their parents into wealth management in the process.

Capping a flurry of new feature announcements, the Silicon Valley-based robo advisor unveiled a no-cost advice offering.

In addition, the advisor technology company released three new features and updated its interface.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

The launch adds to the trend of banks attempting to tap into their base of retail checking account customers as a way to create instant scale in low-cost wealth management.

What's to stop financial planning from being shrunk entirely into a free app?

How this startup is convincing its customers to sign up not only for investing accounts, but also retirement savings and banking.

Standout firms and individuals were awarded by NICSA their efforts in transforming industry operations.

Before you choose the technology that powers the day-to-day work of your business, it’s sensible to ask how each potential partner is funded.

About 1.2 million square feet of office space will be overhauled in the next 15 months to put technology experts closer to brokers, traders and bankers.

For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.

The winners of this year’s NICSA NOVA awards highlight how disruptive technology and product development are reshaping the space.

Advisors are more successful when they challenge discrepancies and help to resolve that conflict, a new study finds.

While the No. 1 IBD has retained a significant portion of the hybrid RIA’s advisors, its founder says the firm has major outside recruiting opportunities.