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.

The model, which runs on IBM’s Watson platform, has suffered from overweight positions in technology and energy, the month’s worst-performing sectors.

The tech stack is about much more than efficiency and scale.

It’s hard to fight inertia. Very hard.

Here are questions the agency has been asking.

The JPMorgan chief executive said he couldn't understand why Wells Fargo could have CEO Tim Sloan step down without a successor ready to go.

The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.

CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

“The general feeling is that progress is made every day, little by little,” an executive said of the crypto community’s optimism.

The company is “in the beginning stages of building out those capabilities,” according to a spokesman.

Eighty percent of advisors use portals. Many clients say they're not happy.