Investment technology

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.