Envestnet

Annuity products will be on the tech giant's platform by year end.

The technology platform powerhouse is betting on integration, but competitors eye disruption.

The self-regulatory body says working with data aggregators increases the risk of cyber fraud, unauthorized transactions and identity theft. But aggregators say other links in the information chain are more vulnerable.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.

Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

Access to banking information ensures advisors can perform holistic planning, fintech firms say.

Data aggregators want to apply their technology to lending decisions.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.