Hardware and software

Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.

The firm may have crammed five years worth of user adoption into a single month.

The digital advice firm is hoping its 500,000 customers will want to consolidate more of their finances under one roof.

The problem was from a bug related to an external software provider.

The affected system is typically used to process algorithmic trades from hedge funds and decides how and when to send trade requests to different venues.

The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.

“When you mess with everybody’s day-to-day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.

The 70 million-strong cohort requires nothing less than constant technological innovation.

Whether it's AI managing regulations or next-gen tools acting as data scientists, managers say tech will change how they work.

Geospatial data may assist the muni industry with monitoring the economic impact of wildfires or natural disasters, an expert says.

Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

The firm's chief Eric Clarke says there are multiple suitors.

Advisors should be increasingly aware of how banks are shaping client expectations.

Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.

The partnership will likely help both industry titans with their long-term strategic plans.

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.