The regulator asked sponsors to hold off on registering funds investing in the currencies. Here’s why.

The increase comes after a 2% to 4% cut in 2016 when the firm reported its first revenue decline since 2009.

Stepping in after co-founder Mike Cagney's resignation, Twitter's Anthony Noto needs to overhaul the firm's corporate culture, lay the groundwork for an IPO and determine whether to renew SoFi's pursuit of a bank charter.

BondNavigator joins a trend of digital tools developed to give advisors better insight into investment products.

One provider aims to test whether or not investors are comfortable with algorithms picking stocks.

Technology will bring down price. Will advisors fight it or embrace it?

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

Compliance and technology hurdles have snarled firms’ efforts to address a longtime gripe.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

The software is powered by analytics previously available only to larger institutions.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Some of the biggest changes come when industries collide.

The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.

M&A deals have picked up pace as tech firms bring more complex products to market.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

Advisors reported significant growth in assets under management and expect more of the same in the coming months.

Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.