The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

The banking tech trends that will dominate 2020

With Portfolio Intelligent Income, the discount brokerage is shifting some of its focus toward clients ready to spend their investments.

While these 20 dizzying changes will throw some for a loop, financial advisors and their clients grow more powerful each year.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.

It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.

Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.

Robo advice is “a feature, not a business,” one digital expert says

Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.

The robo advisor is also pursuing more banking business.

The wealth management tech provider's president of investment services is looking to “tie up some loose ends.”

How today’s advanced analytics are key.

“I feel like I always operate in a recession” — and that’s a good thing, says Bernstein Private Wealth Management's digital chief.

The announcement is part of an ongoing mashup of financial services. The target audience? The customers of traditional banks.

More wealth management professionals are using Twitter to network and push for change.

The planned launch from Cornerstone Capital would be the firm’s first stock fund for individual investors with social and environmental goals.

Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.