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.

Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.

The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.

Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.

An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.

Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.

“I do not meet anyone in person and that's intentional,” says one financial advisor.

Consider for a moment what Jobs meant to financial services. When you realize that Apple never targeted a single product at the financial services sector, it is amazing just how influential Jobs and Apple have been in our little corner of the technology world.

Financial market data — unlike photos or road traffic information or chess games — is finite, and the algorithms can learn only from past performance.

Take snafus from other financial institutions as fire drills to stress test your third-party providers.

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

The wirehouse's investment bank is hoping the tool will give employees the resources they need to be smarter with money.