The state’s securities regulator claims the popular app uses “gamification” to manipulate customers and fails to prevent frequent outages on its trading platform, among other misconduct.

With 350 firms on its client roster, the acquisition of Flourish gives the insurer a springboard into the independent advisor market.

Funding is getting tighter as advisors look towards marketing automation as an engine for growth.

Angry investors excoriated the companies on Twitter for cutting them off from the markets.

The firm’s investment management division is bringing 55ip under its roof just two months since launching a partnership with the fintech firm.

Orion, Riskalyze and AdvisorPeak hope to offer a replacement to TradeWarrior, which will close on Dec. 31.

As it does with savings, the app's algorithm calculates how much users can siphon off their earnings into retirement without missing the funds.

Far from commoditized, digital advisors' performance varies widely, according to new research.

Investing in virtual tools is a must but planners must also seize this moment to expand practices and deepen existing relationships, writes Broadridge Financial's Michael Alexander.