Broker-dealers and financial advisors pay a steep penalty for failing to keep up with digital trends.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

Amazon's branded checking account plans pose no immediate threat to wealth management. But advisors should pay attention to the people that the e-commerce giant wants to serve.

Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.

The firm is the latest to adopt new technologies into the client-advisor relationship.

YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.

As investment management becomes a supporting service, software providers are facing disruption.

A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.

Cetera, Advisor Group and Securities America are unveiling upgrades they hope will help advisors save time while growing their businesses.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.

Distributed ledger technology is expected to provide advisors with more transparency in a variety of transactions.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

Independent advisors are closing in on the service capabilities of big wealth management firms.

The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.

The glitches represent a setback for a niche of the financial market industry that has been booming of late.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.

You were thinking about the wrong online retailer and the wrong rich tech entrepreneur crashing wealth management.

Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.

Stepping in after co-founder Mike Cagney's resignation, Twitter's Anthony Noto needs to overhaul the firm's corporate culture, lay the groundwork for an IPO and determine whether to renew SoFi's pursuit of a bank charter.