Independent advisors are closing in on the service capabilities of big wealth management firms.

The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.

Planners are torn on whether they should DIY or give outsourcing a try.

The glitches represent a setback for a niche of the financial market industry that has been booming of late.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.

You were thinking about the wrong online retailer and the wrong rich tech entrepreneur crashing wealth management.

Headcount dropped by 413 brokers year-over-year, but productivity per FA jumped by 29%.

Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.

Call it the ultimate staycation. Planners offer advice on how to work from paradise.

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

ETF Managers Group accused the exchange of favoring interests in a competing product.

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.