The new open architecture platform will minimize the “swivel chair experience” for advisors.

Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.

The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.

The new player aims to disrupt the sector despite losing some 300 reps to other firms.

The tech stack is about much more than efficiency and scale.

It’s hard to fight inertia. Very hard.

The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.

CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.

The company is “in the beginning stages of building out those capabilities,” according to a spokesman.

The fintech company, which was forced to rebrand its cash management product last year after misleading marketing caused a backlash, is seeking a national bank charter.

Blucora’s wealth management unit is transforming while showing some impressive results. But is the firm moving too fast?

FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?

Andreessen Horowitz — one of the richest and most famous firms on Sand Hill Road — is giving up its VC designation.

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.

The IBD's advisors can expect new technology and product offerings, says David Knoch.

J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.

About 82% of financial advisors are already using financial planning software.