Planners will have control over the service, which will not be available directly to clients, according to the firm.

The long-running feud between banks and fintech companies over screen scraping is morphing into a more nuanced and important conversation about how to exchange consumers' financial data securely and fairly.

You have a strong onboarding process and the consultation went well, but the prospect has disappeared. What went wrong? Possibly one of these five marketing pitfalls.

Too much growth has led to a slowdown in business efficiencies. Smart firms need to fix their operating models.

Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.

A consortium of fintech companies have formed a new industry group to advocate for better data sharing via open APIs.

Advisers have been warned: SEC's exam guidance to focus on cyber threats and issues involving seniors, leaving little excuse for noncompliance.

Nearly half of U.S. clients would switch to tech giants for advisory services, according to a new study.

Technology is getting faster and smarter. Luckily, advisers have a natural-born defense — but first must learn how to use it.

Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

From fiduciary to robos to marketing: A close look at advisers’ top concerns and how their budgets have changed year-over-year, from TD Ameritrade’s annual survey.

Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.

The regulator plans to ramp up scrutiny of bad brokers and electronic communications, among other new measures.

That's just one solution among several that will help prepare your firm for success now and in the future, columnist Bob Veres says.

Advisers will create strategies and communicate the advice. Software will handle the execution and maintenance of the strategies.

High-value targets include client names and account numbers. Protecting the information can also protect an advisory practice from regulatory penalties.

The expansion of hybrid platforms and bank digital advice promises big changes and fierce competition in automated wealth management.

New call analysis technology can dissect a conversation and actually flag if a representative is using throwaway words such as "like" or "um" too often.

Wealth managers can do better than rely on 30-year-old software to deliver financial data to their clients.