Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.

Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.

The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.

Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.

Nov. 6: Platforms like FundKeeper are aimed at helping retirement account advisors comply with the DoL’s fiduciary rule.

Striking the right balance between humans and technology has become the holy grail for early adopters.

Unlike humans, the technology is not able to explain why it made a particular decision.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

An abundance of software and practice tools has planners and firms overwhelmed. Here’s what it means for the industry.

A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.

A Michigan CFP is deluged after a Trump aide with the same name pleads guilty as part of Justice Department special counsel Robert Mueller’s investigation.

Institutions are regularly compiling large amounts of data in their quest for enhanced disclosure, an expert writes.

New solutions offer plenty of features but lack focus.

Stash is the latest young fintech to pair debit and savings products with financial advice as it competes for clients.

Lights, camera, action? Get ready for your close-up.

Advisors need all they help they can get retaining clients. That's where technology comes in.

Oct. 30: After experiencing two major bear markets, younger generations are demanding products that are easy to understand and offer transparency.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

Catering to young clients, Finn by Chase blends instant account access, emojis and PFM tools.

The independent broker-dealer’s executive team hopes the SEC works with the DoL to develop an industry standard.