Hardware and software

Eighty percent of advisors use portals. Many clients say they're not happy.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.

The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.

To find out where the technology is at work, ask Siri two questions.

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.

As smaller firms flourish, a less sophisticated approach may become more attractive.

Despite ongoing consolidation among investment management platforms, the fintech's chief executive says there's plenty of space to serve advisors who have clients with complex needs.

The technology provider’s parent is undergoing an overhaul intended to align its subsidiaries, says CEO Eric Clarke.

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

The wealth manager recently introduced monthly fees. But, it's not for everyone.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.

Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.

The move comes as competitors cut prices to entice RIAs to leave the platform.

The firm expects to add $10 million in revenue once the deal closes later this year.

The new standalone firm’s first licensing agreement would bring MassMutual’s 9,000 reps on to the platform developed by the No. 4 IBD.

If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."

Are these companies really able to disrupt the current market? And which tech giant is closer to customers?