The partnership is intended to harness and extend risk management benefits across the network's more than 8,000 advisors.

Canada-based financial planning developer Planswell added Jennifer Mastrud and Scott Gill to its executive team.

Catering distinct strategies for the different platforms is important when attempting to reach potential real estate investors on social media.

With a team of three other co-founders, Jud Mackrill is launching an 'integration as a service' company, called Milemarker, to help advisors better understand the data within their firm.

Advisor Group onboards a new exec to oversee digital efforts; meanwhile automated RIA business support system startup Benjamin receives a seed round of funding.

First announced in 2019, eMoney Advisor's Incentive app, formerly called Project Avocado, is now widely available.

While they may miss out on some benefits, advisors could be better off from the termination of Visa's plans to acquire account aggregator Plaid, according to observers.

Wealthtech entrepreneurs and Fintech founders can take a few lessons away by thinking of the failure that was the launch of Google Glass.

Not unlike clients who come to advisors for a quick fix to their financial woes and expect unrealistic returns, advisors who turn to traditional marketing to get them past growth hurdles are destined for immense disappointment.