Tools such as a “recommendation engine” in the works at Envestnet | Yodlee could soon be giving financial advisors an edge with clients.

INVEST Connect panelists discuss how clients’ past experiences can lay the foundation for investing decisions.

From creating an intuitive user experience to tackling mundane office tasks, a panel of investors talk about what excites them in the world of tech for advisors.

Firms like J.P. Morgan Chase, Stash and M1 are aiming to serve clients with advice and new tools for all ages and income levels.

Automated investing services use misleading language in marketing materials and portfolio management is not meeting fiduciary requirements.

Automation, coordination and simplification — without running afoul of compliance — are key.

The firm added hundreds more advisors and boosted the number of practices with at least $5 million on its platforms.

Rather than look for an exit, the network of fee-only planners needs additional funding for new services, new technology.

Higher expenses trimmed the firm’s earnings, but its CEO described $49 billion in assets as only “a drop in the bucket” compared to future adoption among advisors.

An intruder made off with email addresses of about 5 million users, as well as full names for a separate group of about 2 million.