Hardware and software

Software from Liquidnet is designed to avoid curbs on dark pools in Europe.

Quietly, Invesco's robo advisor has scored IBD and brokerage clients.

The company spent $77 million on technology last year, but difficult changes lie ahead.

Personal Advisor Services closes in on the $100 billion AUM mark.

The IBD spent $77 million on technology upgrades in 2016.

Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.

July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.

Riskalyze CEO Aaron Klein says among tech giants, Jeff Bezos has the retail distribution to disrupt wealth management.

Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.

Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.

From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.

One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.

They seek a refund and damages after they said the firm directed them to its Thinkorswim website, according to a FINRA arbitration filing.

The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.

"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.

Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.

Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.

The partnership “shows just how much technology is being democratized and customized,” according to one researcher.