INVEST Connect panelists discuss how clients’ past experiences can lay the foundation for investing decisions.

From creating an intuitive user experience to tackling mundane office tasks, a panel of investors talk about what excites them in the world of tech for advisors.

Firms like J.P. Morgan Chase, Stash and M1 are aiming to serve clients with advice and new tools for all ages and income levels.

Automated investing services use misleading language in marketing materials and portfolio management is not meeting fiduciary requirements.

Rather than look for an exit, the network of fee-only planners needs additional funding for new services, new technology.

An intruder made off with email addresses of about 5 million users, as well as full names for a separate group of about 2 million.

The startup has emerged as a significant competitor to Envestnet’s dominance.

After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.

With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.

The wealthtech’s strategy is backed by a survey on what fundamentally drives financial advisors and their clients.

Enhancements include a new dashboard view and a grid interface for porting data from other programs.

Vendors like Orion are giving independent advisors access to cash deposit accounts and securities-backed loans in an effort to provide all-encompassing services.

Despite the continuing smaller financial advisor headcount at the wirehouse, it reeled in record profits and unveiled its latest plans for further expansion.

The acquisition could help Addepar move downstream and better serve RIAs.

Is the bank late to the automated investing party, or trying to bring some investors back home?

At the IMPACT 2021 conference, CEO Walt Bettinger and head of advisor services Bernie Clark shared plans to grow the firm’s market share of independent advisors.

Ainslie Simmons, a 20-year veteran of the industry, will serve as president of the new Pershing X division.

In a conversation with Onramp Invest CEO Tyrone Ross at the Bitcoin for Advisors conference, Kitces explains his skepticism towards the asset class.

It will operate with central staff at the group level coordinating with teams within UBS’s wealth, asset, investment bank and Swiss units.

While every firm has unique needs, there are several common paths to take.