Data sharing

In less than one year since taking over Orion, CEO Natalie Wolfsen has embarked on a massive journey to fully integrate the firm into an open architecture, holistic platform. Part of that plan includes employees coming into the office more.

Ric Edelman, Lori Hardwick and investors shaping the industry’s future give financial advisors an insider’s view.

The San Francisco data aggregator has committed to minimizing how much data it extracts from bank accounts.

The company's new agreement with Envestnet Yodlee to share customers' account data over secure pipes is its 17th pact with aggregators and other fintech firms.

The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.

Simple solutions may be a better alternative to customization, says the company's CEO.

The new product will allow fintechs to expand their financial service offerings without changing providers.

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

Data aggregators provide big advantages for RIAs, but criticism is mounting.

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.

Following in the footsteps of Chase, Wells Fargo and others, Fidelity is launching an application programming interface to let third-party apps access customer data — as long as the customers grant permission.

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

TD Ameritrade Institutional’s revamped Veo platform allows planners to integrate information across third-party providers with a single sign-in.

It's a planner's worst nightmare. Here's what to do when client data is compromised by a cyberattack.

Data can be used to show clients in real time how big purchases undermine their portfolio planning. If my adviser had such access, would I still book that trip to Cuba?

Ways to interconnect technologies may be limitless. But advisers and advisory firms will demand more, as their clients demand more.

A scientist's lament: Too often there’s a disconnect between what a firm needs and what analytic tools actually deliver.