The firm cut its headcount by 22% while boosting productivity by 48% in 2018, and it plans to roll out a new desktop platform for its 1,060 representatives.

The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.

CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.

The robo advisor scouted several cities for a second location apart from its New York City headquarters.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.

Firms are seeking these three specialties.

The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.

As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

Regulator puts brokers on notice about its top concerns for 2019.

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

The deal combines two of the financial services industry's largest technology and processing companies.

Launching an app doesn’t have to cost millions of dollars.

Advisors should pay attention to compliance issues and evolving expectations from clients.

Quovo is acquired by competitor Plaid, which says it wants to extend its aggregation into the brokerage space.

The LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.

Efforts to build better connections to bank customer data, trade digital currency and explore artificial intelligence for security and compliance purposes were some of the biggest draws of fundraising for U.S. startups.

Advisors report what they love — and hate — about tech at companies holding client assets.

Firms face a complex world of increasing data volumes, regulations, reporting demands and multi-asset class complexity.