The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.

New digital tools have boosted advisors' ability to reach more — but not all — clients.

The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.

Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.

Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.

New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.

The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.

Brokers and fund managers are turning to innovation to remain competitive and capture new customers.

With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.

From digital advice to fee transparency and fintech investment, the pandemic has touched almost every corner of wealth management.

Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.

The hackers claim to be officers from the regulatory agency who have documents requiring immediate attention.

Without centralized IT protocols RIA cyber fraud scenarios are taking on new and nightmarish dimensions — but there are ways for firms to defend themselves.

The appointment comes as part of an equity investment by FTV Capital to expand the footprint of the company formerly owned by RCS Capital.

The firm may have crammed five years worth of user adoption into a single month.

The digital advice firm is hoping its 500,000 customers will want to consolidate more of their finances under one roof.

Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.

Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.

Financial advisors choose technology the way cyclists pick out their rides, Riskalyze Managing Director for Enterprise Services Dana Rhodes explains in a Financial Planning podcast.