Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.

The deal would pair plan sponsors on Empower’s platform with the hybrid robo advisor’s technology and advice capabilities.

The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.

Instead of “disrupting” finance, Cerulli research suggests all-in-one financial hubs may be the way forward.

Leveraging big data, machine learning and artificial intelligence will extend stock selection beyond its current capabilities, according to Procure Holdings President Bob Tull.

Just 5% of its 16,000 employees are Black, according to the company.

In a new twist on an old scam, cybercriminals have tried to get thousands of people to surrender their Wells bank account information by sending authentic-looking emails containing malicious links that lead to a fake website bearing the company's name.

The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.

Companies that connect advisors and carriers are seeing a surge in use.

The deals come as millions of baby boomers enter retirement.

Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.

Mobile banking use has swelled since the pandemic hit, and law enforcement officials expect hackers to target the credentials of digital novices. The FBI stressed the importance of two-factor authentication and ensuring consumers know how to spot fake apps that carry malware.

“We started with 40 people just marching, and it turned into 15,000," an advisor says.

Clients are gravitating toward the “biggest, stable institutions,” says Morgan Stanley CEO James Gorman.

The 18-month project is part of the $3 billion that Bank of America allocates annually to new technology initiatives.

Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

The data on Black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.