Hardware and software

Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.

The firm is the latest to adopt new technologies into the client-advisor relationship.

The retailer's foray into wealth management is a wake-up call for an industry that often overlooks female investors.

The largest independent digital advice platforms profited significantly from a strong M&A market last year.

Planners must make accurate disclosures about their service models, says the regulator.

As investment management becomes a supporting service, software providers are facing disruption.

The Waterbury, Connecticut-based bank wanted to ensure that it was meeting the technology expectations of clients across the wealth spectrum.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

Independent advisors are closing in on the service capabilities of big wealth management firms.

Technology will bring down price. Will advisors fight it or embrace it?

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

The software is powered by analytics previously available only to larger institutions.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.

Collaboration and acquisition between incumbents and start-ups is poised to increase.

Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.

The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.

Tired of doing this manually, many turn to solutions that combine the two in one platform.