The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.

The purchase gives the firm, which relies on the U.S. for nearly all revenue, a foothold in Canada.

After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.

Under new leadership, the firm’s iShares unit intends to create funds that it says go beyond traditional sectors and geographic focuses.

Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.

The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.

“When we think about these offerings, there are no hard lines that are drawn here,” said Merrill Lynch boss Andy Sieg.

Fee pressure and improvements in data and analytics are among the leading issues the industry faces today, executives say.

The barriers for firms to enter into multiple financial services has dropped significantly and digital advisory firms are taking advantage.

A Financial Action Task Force note on digital asset oversight is “one of the biggest threats to crypto today,” a research executive said.

Players on both sides of the fence are being forced to rethink past practices.

The new open architecture platform will minimize the “swivel chair experience” for advisors.

Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.

The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.

Finding the right mix of tools can be daunting, says the firm’s director of financial planning.

The mobile technology came in last in a new J.D. Power survey.

The new player aims to disrupt the sector despite losing some 300 reps to other firms.