Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.

“I do not meet anyone in person and that's intentional,” says one financial advisor.

Consider for a moment what Jobs meant to financial services. When you realize that Apple never targeted a single product at the financial services sector, it is amazing just how influential Jobs and Apple have been in our little corner of the technology world.

Financial market data — unlike photos or road traffic information or chess games — is finite, and the algorithms can learn only from past performance.

Take snafus from other financial institutions as fire drills to stress test your third-party providers.

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

The wirehouse's investment bank is hoping the tool will give employees the resources they need to be smarter with money.

An online audience clamors to hear about cash withdrawals and weekly budget numbers delivered in a unique way. But what do wealth management pros think?

Gurinder Ahluwalia, CEO of 280 CapMarkets, outlines new bond-trading infrastructure for wealth management, along with his argument for why fears of PE capital are unfounded.

Of the six finalists at the fourth annual XY Planning Network fintech competition, half focused on addressing concerns of younger investors.

The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.

"Asset managers, like many businesses today, are being asked to do more with less," an executive says.

The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.

The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams.

The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.

Unexciting and less-filling, financial planning technology allows “craft” advisors to keep moving up the value chain.

The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.

The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.

As the fee-based financial planning network adds more members and rolls out new services, some members raised questions about its ongoing business strategy.