Advisers will create strategies and communicate the advice. Software will handle the execution and maintenance of the strategies.

How the firm is investing in new ways for advisers to conduct all their business digitally.

A new pilot program will test whether clients will be drawn to a voice-controlled technology the retailer's customers know as Alexa.

Technology that improves compliance, lending and payments by automating processes and relying on AI was spotlighted at Next Money and Finovate, two fintech conferences held in New York this week.

United Capital’s Mike Capelle on the principles that guided the formation of the firm.

Companies need to be able to pivot, and tech infrastructure can't be a hindrance.