Planner Jesse Abercrombie has built a niche of clients whose needs and interactions with the practice are shifting during a time of remote work and new technology.

Overall customer satisfaction with wealth management apps is improving but still trails other financial services.

The argument in favor of a formula long supported by advocates gets weaker in light of new data, according to a report by retirement experts.

The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O'Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business.

Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.

Financial Planning asks the executive about the latest updates to the company’s software, how his company balances growth with serving small advisors, and returning to in-person conferences.

The wealthtech provider could command a valuation of $8 billion to $10 billion.

Wealthfront is exploring a sale that could value the automated wealth manager at as much as $1.5 billion, according to people familiar with the matter.

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.

The startup has emerged as a significant competitor to Envestnet’s dominance.