As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.

The network brought together three dozen advisors with 20 tech vendors as it seeks their input on potential partnerships and acquisitions.

The ability for consumers to access and share data in one place could transform financial advice.

Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.

Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.

How technology could continue to disrupt financial planning.

Independent Financial Partners’ CEO predicts the firm will retain about 80% of its business, despite a daunting series of challenges.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.

The technology platform powerhouse is betting on integration, but competitors eye disruption.

The firm’s investment in Beacon Platform will be used to deliver quantitative research tools to its 240 portfolio managers globally.

The investment gives the world’s largest asset manager a focus on small-time investors.

“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.

The financial services giant says two locations will be home to a major innovation effort.

The move by Alexa von Tobel’s startup to drop planning services reveals a deal marked by challenges from the very beginning, experts say.

The largest insurance company-owned IBD and Alexa von Tobel's startup announced a new setup for the firms roughly three years after the acquisition.

The No. 1 IBD has completed the NPH acquisition, but CEO Dan Arnold unveiled further growth initiatives amid challenges to its dominance.

The firm is prioritizing its most productive advisors after shedding some 30% from its headcount.

To understand the challenge posed by big tech disruptors, wealth managers should look at how those firms unexpectedly adapt to enter new markets.