In|Vest Insights

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

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

An online audience clamors to hear about cash withdrawals and weekly budget numbers delivered in a unique way. But what do wealth management pros think?

The potential move would follow Vanguard's pilot run of a new digital-only platform tailored to retail clients.

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

The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.

The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.

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

Unexciting and less-filling, financial planning technology allows “craft” advisors to keep moving up the value chain.

To attract clients, digital-first advice firms are borrowing tactics from incumbents and putting a spin on traditional industry offerings.