Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.

The online brokerage says it has experienced record revenue growth during the coronavirus pandemic.

Compliance attorneys for large wealth managers outline which questions are critical in light of the substantial regulatory requirements.

Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning’s Invest Podcast.

Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers.

As clients expect more from their planners, companies that service advisors are doing what they can to help. A little Tiger King doesn’t hurt, either.

With clients at home in pajamas, It’s time to go virtual.

The acquisition would give SoFi control of a technology platform that is currently used by some of its competitors in digital banking.

Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.

How do startup executives keep top employees engaged? Even as more work remotely, these firms have found ways to remain connected.

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.

No online lenders are approved for the agency's traditional programs, but they could make loans under the COVID-19 stimulus package if they get special approval.

The problem was from a bug related to an external software provider.

For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.

The fintech giant fattened its war chest with a $40 million investment.

The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.

The amount of financial advisors changing firms doesn’t capture the breadth of the challenge broker-dealers face to retain them, recruiter Jodie Papike says in an episode of Financial Planning’s podcast.

Wealth management firms will retain employees when they offer flexibility, not just one-off perks.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.