Software integration

The purchase will add to one of the asset manager’s key businesses, Aladdin.

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

Advisors should be scrutinizing vendors to find partners who share similar organizational values.

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.

A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.

New solutions offer plenty of features but lack focus.

Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.

Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.

Fragmented programs can squash productivity and firm growth.