Lumiant brought on a former Envestnet exec to lead the fintech company that wants to help advisors strengthen client relationships by engaging family members often overlooked by planners.

The long awaited fintech conference returned with a slate of new tools designed to improve life and work for advisors.

Digital currencies are no longer a curiosity, but a key investment opportunity advisors are starting to consider.

The fintech event producer is riding high after a successful return, but the pressure is on to exceed expectations next year.

CEO Bill Crager said his focus during the first three months of the year was the future of financial services.

Experts say combining the right tech with human know-how can help small firms keep up with their massive counterparts.

A $185 million funding round led by Valar Ventures Management has propelled the Canadian fintech to unicorn status.

Client assets, net flows and total revenue are up year over year for the California TAMP.

Whether an anticipated acquisition or a surprise move, industry deals can sometimes make sense, but they can also leave questions.

Developing a future-ready tech strategy can push innovation, growth and your organization forward.

Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.

Fidelity’s foray into bitcoin for retirement plans could bring seriousness to cryptocurrencies. But not everyone is sold on the risky alternative.

Wealth management firms are racing to create distinct images for themselves, with surprising results.

Technology moves at a breakneck pace that threatens to leave flat-footed organizations in the dust. But industry leaders are leveraging the bleeding edge to get ahead of the pack and never look back. 

Treat the data hub like the complex entity that it is, one requiring constant attention from those operating it in every facet of the business.

With the combination, Orion can offer an all-in-one technology solution to advisors.

There are steps you can take year-round, to help keep your clients’ personal data safe.

Tokenization can unlock new hedging and investment opportunities.

April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.

Sources say high-profile departures and a changing corporate culture challenge the fintech giant as it decides between two acquisition partners.