In|Vest Insights

Quovo is acquired by competitor Plaid, which says it wants to extend its aggregation into the brokerage space.

The growing number of independent financial advisors could spell trouble for traditional RIAs, says the head of the national advisory firm.

The LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.

Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.

The boardroom advice team meeting, once reserved for the wealthiest, is an option advisors can offer to more clients thanks to increased digitization.

The leading independent robos are offering new investment options to attract new assets.

Firms fined for misleading statements about products and performance — a possible sign that the commission is increasing its surveillance of digital investment platforms.

The custodian says as it rebuilds for a digital era, hiring technologists is a top priority.

These insiders are well placed to propel their firms forward and encourage colleagues to address the industry’s shortcomings.

The regulator laid out detailed guidelines for how planners should be communicating with clients electronically.