With the combination, Orion can offer an all-in-one technology solution to advisors.

April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.

The raise is a continuation of the $225 million round in January led by Apollo Global Management, Motive Partners and Franklin Templeton.

The brokerage's entrance to direct indexing will start at a fee of 0.4% of assets and an account minimum of $100,000.

Large financial institutions are investing in technology to tap into the growing workplace wealth market.

The provider of an all-in-one software package will now offer advisors outsourced investment management.

Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.

Here's what happened over the last week in wealth management.

A new study shows game techniques can push consumers into riskier financial decisions, and advisors are seeing the effects on clients.

It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.

The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.

The company has added $1 billion in assets in 18 months.

After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.

How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.