Some companies on SourceMedia’s Best Fintechs to Work For list offer their employees extra time off to live boldly.

Three years ago, the New York-based fintech started organizing a monthly gathering for its female employees. The meetings have helped participants find role models.

A collaboration between SourceMedia and the Best Companies Group, the list is derived from reviews of employer benefits and policies and comprehensive surveys filled out by the companies' employees.

Every week starts and ends the same way — with meetings where departments can share successes and challenges. It’s one way the payments company ensures cross-collaboration.

The firm expects to add $10 million in revenue once the deal closes later this year.

The new standalone firm’s first licensing agreement would bring MassMutual’s 9,000 reps on to the platform developed by the No. 4 IBD.

If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."

Are these companies really able to disrupt the current market? And which tech giant is closer to customers?

The hybrid digital advice firm is expanding its marketing department in an attempt to outpace its competitors.

The tax-focused IBD’s custodial and platform transition is taking longer than the company or its advisors expected.

The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.

The new tools are meant to help advisors manage a growing number of clients in retirement.

Market skepticism is one of several hurdles for RIAs, says Walters. Compliance fears are another.

The No. 1 IBD is reaping the benefits of learning the lesson that it “can never move away from the advisor,” according to its head of business development.

The purchase is part of a plan to add younger clients and tech startups to its stock-plan administration business.

With competition heating up, the IBD is offering advisors better technology and higher pay.

The bank says it has restored access, but it hasn’t explained how a fire-suppression system at one facility could cause a nationwide outage across all of its channels, or how its system as a whole could have been left so vulnerable to the incident.

The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.