The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

So-called stable coins may be the “key to unlocking widespread adoption,” a virtual currency founder says.

YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.

Planners must make accurate disclosures about their service models, says the regulator.

The CEO of the firm’s parent says it expects to trim hundreds more advisors from its ranks over coming months.

As investment management becomes a supporting service, software providers are facing disruption.

CEO Josh Pace credits the smaller custodian’s agreement to be sold to E-Trade for the move.

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.

The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.

The Waterbury, Connecticut-based bank wanted to ensure that it was meeting the technology expectations of clients across the wealth spectrum.

A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.

Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.

Cetera, Advisor Group and Securities America are unveiling upgrades they hope will help advisors save time while growing their businesses.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.

Distributed ledger technology is expected to provide advisors with more transparency in a variety of transactions.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

Commission prioritizes retail investors as OCIE issues its must-read compliance letter.

The bank's foray into personal financial-management software follows other online lenders.