Almost 80% of advisors in a survey said their technology wasn’t meeting their needs — and more than half of that group said they are considering switching firms because of it.

Account openings on the app doubled in 2020 from a year earlier.

The app offers investing and banking products to more than 4 million subscribers.

The custodian has 15 firms scheduled to transition before the end of this year. It hopes to migrate each of them over in less than six weeks.

Digital asset investors also tend to be more financially literate and experienced, according to data from Hearts & Wallets.

Wealth managers now need to not only meet digital expectations but also surpass them, writes Will Bailey.

A lack of faith gives investment and wealth management firms the lowest ranking among the least trusted types of financial services companies, a Morning Consult survey finds.

Onramp Invest features integrations with Wealthbox CRM and Advzyon, a partnership with WisdomTree and financial backing from Ritholtz Wealth Management.

The startup is making its platform easier for RIAs to use while moving further away from Wealthfront's vision of "self-driving money."

The investment manager is part of a $50 million fundraising round in the wealthtech startup

Faster connections increase the potential for automation-based technologies, including autonomous vehicles and industrial robots.

As more wealth management companies roll out cryptocurrency resources for advisors, here’s what’s still holding some planners back.

Financial advisors and even competitors to Robinhood say the self-directed service has opened the door to new potential clients.

At FP’s INVEST conference, executives from major firms explained how the coronavirus has altered the advisor and client experience for the long term.

What are the most exciting trends in financial technology today, and which startups are poised to win?

Advisors and clients at Bank of America's brokerage can now collaboratively create multiple accounts across the firm simultaneously.

People moves and deals at RBC, LPL, Baird, Dynasty, Beacon Pointe, Rockefeller Capital Management and other quick takes from this week in the financial advice industry.

Even as Bitcoin and other digital currencies increasingly gain acceptance across Wall Street, the robo advisor is still doing its research.

The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.

Most young and mass market clients still turn to traditional firms, but a shift toward app-based accounts is under way, according to Broadridge data.