Startup entrepreneur sees an opportunity to simplify savings plans and financial giving for children, and hook their parents into wealth management in the process.

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

Capping a flurry of new feature announcements, the Silicon Valley-based robo advisor unveiled a no-cost advice offering.

Artificial intelligence is among three themes rapidly shaping development of advisor technology, said firms gathered at the T3 Enterprise conference.

The fund culls data on more than 6,000 public companies each day before picking about 100 of them to own.

In addition, the advisor technology company released three new features and updated its interface.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

Financial services professionals often shy away from social media, fearing the time commitment and compliance risks. The upside, however, is too great to ignore, social media experts in the industry say.

The launch adds to the trend of banks attempting to tap into their base of retail checking account customers as a way to create instant scale in low-cost wealth management.

What's to stop financial planning from being shrunk entirely into a free app?

When legacy tools only address known risks, firms may be overdue for an upgrade.

The new platform will support bitcoin and Ether early next year and offer over-the-counter trade execution and order routing.

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

How this startup is convincing its customers to sign up not only for investing accounts, but also retirement savings and banking.

Standout firms and individuals were awarded by NICSA their efforts in transforming industry operations.

Wealth managers are reassessing their services as younger investors are focusing on personal values.

Before you choose the technology that powers the day-to-day work of your business, it’s sensible to ask how each potential partner is funded.

As digital advice blends with traditional human services, firms are looking to expand into technology hubs around the country.

About 1.2 million square feet of office space will be overhauled in the next 15 months to put technology experts closer to brokers, traders and bankers.