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

The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.

The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.

As the fee-based financial planning network adds more members and rolls out new services, some members raised questions about its ongoing business strategy.

The deadline to apply is Sept. 27.

The firm’s director of technology and client engagement discusses chatbots, predictive analytic tools and what else is up next for advisors.

The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.

The sector may be edging into dangerous territory, analysts say.

The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.

Newday’s tools include content centered around clients’ issues of focus and, soon, a corn-based compostable debit card.

FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.

The duo have been active in the venture capital space since departing the social media giant.

CEO Philip Sanders admits the past two years of the segment’s overhaul have been “a grind,” but he says it’s now ready to grow.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.

The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.

The bank is taking a cue from FANGs and using data to personalize clients’ experience.

The fintech raised $323 million and is expanding trading of cryptocurrency.

Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.