Investment technology

An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.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

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?

The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.

The new tools are meant to help advisors manage a growing number of clients in retirement.

The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.

Higher costs are most attributable to technology spending, including investments in artificial intelligence.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.

Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.

Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.

The restructuring comes as a competitor enters wealth management data aggregation.

Firms fined for misleading statements about products and performance — a possible sign that the commission is increasing its surveillance of digital investment platforms.

It’s easy to identify, but hard to accomplish.

Firms take notice: older generations are adopting new technology at a quickening pace.

Old-fashioned referrals and seminars aren’t enough when prospects are searching online.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.