How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

Interactive Brokers is launching a trading app geared to novice investors that’s poised to compete with rivals like Robinhood.

Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.

With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

Results will shape ongoing coverage of tech issues and a market research report.

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.

Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO.

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.

To engage current and prospective clients, advisors need to hone their voices, curate content and develop consistent posting habits, among other practices.

The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.

Increasing complexity is making it harder than ever for wealth management firms to protect client data.

Social media and solid investing don't always mix.

Changing consumer expectations, new workplace realities and increasing demand for third-party access to data are pushing companies to re-invent cybersecurity's role for the future.

Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.

Changing consumer expectations, new workplace realities and increasing demand for third-party access to data are pushing companies to re-invent cybersecurity's role for the future.

Here's what you my have missed this week in wealth management.