Data sharing

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.