Investment technology

The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.

The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.

Unexciting and less-filling, financial planning technology allows “craft” advisors to keep moving up the value chain.

Tech is making it easier for advisors to break away, but navigating the complex vendor landscape can be challenging, says the firm's director of RIA practice management.

The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.

The next big institution is going after fintech, but there’s still a long road ahead.

Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.

Lenders have learned that automated wealth management tools enhance interactions with clients — and bring in more business.

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.

After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.