Investment technology

A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

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 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.

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

Investing fees have fallen for the past few years and there may be no end in sight.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.