While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.

Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger.

With employees working remotely, firms may need to adapt their procedures to deal with heightened fraud risks outside of company systems.

As consolidation reshapes the market, the custodian sees an opportunity to attract tech-forward and multi-custodial firms.

Do RIAs still have a clear advantage when it comes to modern planning software?

Daily average trades on the app in June were four times higher than on E-Trade.

Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.

The fintech’s new executive says cryptocurrency will help communities that the financial services industry isn’t serving.

The firm is still determining which other pieces of technology it will retain after acquiring its rival.

The pandemic and work-from-home arrangements are probably spurring larger budgets.

Current and former clients claim personal information, including Social Security and passport numbers, have been exposed due to negligence.

Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.

About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.

The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.

If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.

Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.

Using machine-learning algorithms, the firm's $106 billion systematic active equity group researches social media pages and online job postings to build portfolios.

The COVID-19 pandemic has infected the service’s annual list of top tax scams.