The platform provider is pushing the concept hard, but early reviews are mixed.

Independent Financial Partners’ CEO predicts the firm will retain about 80% of its business, despite a daunting series of challenges.

The tech giant's data division rolls out new apps for clients — and links to Alexa.

One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.

Buffett can put cash to better use than paying dividends. But the majority of CEOs lack his skill so investors and their advisors should be happy when corporate boards pay shareholder dividends.

Annuity products will be on the tech giant's platform by year end.

The rep processed a $9,850 wire request from an imposter posing as a customer, even after the customer called to say that the request was not genuine, FINRA claimed.

Commonwealth Financial Network founder Joe Deitch answers rapid-fire questions on everything from writing his first book, to the person he finds most interesting, in this Lightning Round video.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.

J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.

The technology platform powerhouse is betting on integration, but competitors eye disruption.

The firm’s investment in Beacon Platform will be used to deliver quantitative research tools to its 240 portfolio managers globally.

Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.

The largest IBD network is integrating data analytics into its recruiting and client leads after embarking on other major changes in recent months.

The investment gives the world’s largest asset manager a focus on small-time investors.

“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.

The tax-focused planning IBD is shedding low-producing advisors while retooling its pitch to prospects.

The no-nonsense CEO fields rapid-fire questions on everything from Amazon's interest in financial services to how the SEC is handling the fiduciary rule