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.

Advanced analytics is helping generate alpha, experts say.

For younger investors, the current experience of "finding and investing in a mutual fund feels very broken," says co-founder of the investing app startup.

The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.

Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.

Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.

Charles Schwab's new chief of advisor technology says custodians are overlooking these basics. Also, what's needed to make big data work.

Fintech accelerator Scratchworks kicked off its second competition, having already funded two winning startups from its inaugural contest.

Applications that tackle the industry's compliance issues, automate back-office processes and streamline clearing and settlements are drawing interest from venture capital firms.

New features include health care planning tools and cash reserve buckets.

The tax-focused IBD is betting on a switch to Fidelity and Envestnet while undergoing a cultural shift.

Regulators including FINRA are looking at ways to help spur innovation.

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.