The robo advisor scouted several cities for a second location apart from its New York City headquarters.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.

The calculus has changed due to plunging coin prices and regulatory tightening, which raises the risk of forced refunds.

Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.

Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.

As wealth managers collect more client information, it is up to advisors to understand the value of data to the business and how it needs to be handled.

Firms are seeking these three specialties.

The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.

To win at cybersecurity, base your strategy on the way you are already serving clients.

As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.

A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

Regulator puts brokers on notice about its top concerns for 2019.

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

The technology could make collecting more appealing to investors.

The leak included information on about 12,000 advisors who are clients at LPL Financial.

The leak affected advisors who do business with the asset manager’s iShares ETF unit.