Investment in technology and data management is becoming increasingly critical to distribution, and to managing regulation, reporting and operations.

Barriers to adoption for RIAs include security concerns and fear of increased client anxiety.

Asset manager Millburn Ridgefield is banking on artificial intelligence as it moves further away from its 1970s-era tradition in trend following.

The deadline to apply is Sept. 27.

The firm’s director of technology and client engagement discusses chatbots, predictive analytic tools and what else is up next for advisors.

The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.

While the agency has publicly detailed key focus areas, some planners still don't know how it evaluates firms.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.

The sector may be edging into dangerous territory, analysts say.

The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.

Newday’s tools include content centered around clients’ issues of focus and, soon, a corn-based compostable debit card.

At this stage it's not an actual data breach, but it could become one.

The Massachusetts senator asked Richard Fairbank in a letter why the bank didn’t detect the breach for nearly four months and how it plans to prevent future cyber intrusions.

FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.

The duo have been active in the venture capital space since departing the social media giant.

The industry is embracing new technology, big data and alternative investment strategies as clients demand more from funds.

The next big institution is going after fintech, but there’s still a long road ahead.