The deal combines two of the financial services industry's largest technology and processing companies.

It's unclear how automated investment platforms will perform during a major market downturn and what that could mean for advisors' bottom lines.

Non-public corporate earnings reports were among the stolen information, the regulator claims.

Launching an app doesn’t have to cost millions of dollars.

Advisors should pay attention to compliance issues and evolving expectations from clients.

The restructuring comes as a competitor enters wealth management data aggregation.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

BlackRock will see the largest reduction to its workforce since 2016.

Quovo is acquired by competitor Plaid, which says it wants to extend its aggregation into the brokerage space.

The LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.

Efforts to build better connections to bank customer data, trade digital currency and explore artificial intelligence for security and compliance purposes were some of the biggest draws of fundraising for U.S. startups.

Planners appear to be breaking away from the AUM fee structure.

From the SEC to the Supreme Court, here's what could be playing out this year.

Advisors report what they love — and hate — about tech at companies holding client assets.

Firms face a complex world of increasing data volumes, regulations, reporting demands and multi-asset class complexity.

The boardroom advice team meeting, once reserved for the wealthiest, is an option advisors can offer to more clients thanks to increased digitization.

The bank is the world’s top stock underwriter.

The regulator says it will keep an eye on issues like cybersecurity and cryptocurrencies.

Firms fined for misleading statements about products and performance — a possible sign that the commission is increasing its surveillance of digital investment platforms.

These tools could save months of time — are they worth the investment?