The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

The key is thinking like a business owner and acting like a CEO, according to a new report.

Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.

Equifax's data breach may be the most serious, given that it covered 143 million consumers and involved reams of confidential information, but it wasn't the largest. Following are the biggest to date.

In the wake of cyberattacks at Equifax and EDGAR, SEC Chairman Jay Clayton makes an unusually lengthy statement appealing for RIAs to bolster security.

Derek Burke discussed the Advisor Group firm’s upcoming digital offering and his top priorities.

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

There are several steps advisors can take to ensure their practices benefit from technology investments.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.

How to stay out of trouble if a customer praises your investing prowess on your site.

Clients will flock to digital advice, but conditions favor incumbent firms, a study found.

OCIE puts advisors on notice about widespread use of misleading claims and failures of disclosure.

"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.

It can be expensive and time consuming. Is it worth it?

The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.

When measured against a standard of care for best interest advice, digital wealth managers fall short, attorney Melanie Fein argues.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

Life after work is much more complicated now than the industry assumes it to be, says former HelloWallet founder Matt Fellowes.

Even though MiFID II doesn't go into effect until Jan. 3, executives have complained they still lack clarity about its rules.