The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

Both already use the fintech company’s technology to market their products to advisors.

Sentieo is a financial research platform that allows analysts to do financial research, annotate documents and collaborate with colleagues all within the same software.

An ideologically driven political climate complicates the evolution of global interoperable mobile-driven commerce.

A multi-year reorganization of the firm has lowered head count by more than a quarter but boosted productivity by nearly a half.

Powerful new software and tools can help attract today’s job seekers and retain key talent.

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.