The provider of an all-in-one software package will now offer advisors outsourced investment management.

Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.

Here's what happened over the last week in wealth management.

Mixed-reality technology is now being used to train advisors; use cases that bridge the physical and digital worlds between client and wealth planner could be next.

A new study shows game techniques can push consumers into riskier financial decisions, and advisors are seeing the effects on clients.

It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.

The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.

The company has added $1 billion in assets in 18 months.

After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.

The attacks are expected to mirror geopolitical tensions.

How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

Interactive Brokers is launching a trading app geared to novice investors that’s poised to compete with rivals like Robinhood.

Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.

With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

Results will shape ongoing coverage of tech issues and a market research report.

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.

Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO.