Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.

“I do not meet anyone in person and that's intentional,” says one financial advisor.

Consider for a moment what Jobs meant to financial services. When you realize that Apple never targeted a single product at the financial services sector, it is amazing just how influential Jobs and Apple have been in our little corner of the technology world.

The wirehouse's investment bank is hoping the tool will give employees the resources they need to be smarter with money.

Gurinder Ahluwalia, CEO of 280 CapMarkets, outlines new bond-trading infrastructure for wealth management, along with his argument for why fears of PE capital are unfounded.

Of the six finalists at the fourth annual XY Planning Network fintech competition, half focused on addressing concerns of younger investors.

The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams.

The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.

The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.

As the fee-based financial planning network adds more members and rolls out new services, some members raised questions about its ongoing business strategy.

The deadline to apply is Sept. 27.

The firm’s director of technology and client engagement discusses chatbots, predictive analytic tools and what else is up next for advisors.

The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.

The sector may be edging into dangerous territory, analysts say.

The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.

Newday’s tools include content centered around clients’ issues of focus and, soon, a corn-based compostable debit card.

FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.

The duo have been active in the venture capital space since departing the social media giant.