CEO Dan Arnold described the firm's multipronged strategy for further growth.

CEO Jim Cracchiolo says the firm is focused on “holistic advice rather than a free trade” after wealth management client assets reached a new high.

SigFig reportedly lays off a percentage of its workforce, while a former Fidelity marketing chief joins Personal Capital.

The RobustWealth and Wells Fargo acquisitions are boosting the firm’s technology and scale as firms of its type diverge on their approach to a changing industry.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Independent investment platforms are projected to lose market share to larger entrants, according to industry data.

Carolyn Clancy, head of the BD segment, says its 200 client firms need more tools and capabilities in a new era of wealth management.

Inspired by the founder’s unique vision, this journalist leaped to the business side.

The market information giant provides financial data and infrastructure to more than 40,000 institutions in over 190 countries.