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. 

Relying on a mix of APIs, special methodology and a tech-forward attitude, Vestwell and Franklin Templeton aim to give advisors more control over managed retirement accounts.

The time has come for goals-based financial planning technology to be more comprehensively interwoven with investment management.

Longtime employee Dustin Lucien, the former head of engineering who was most recently listed as the firm's COO, has left Betterment.

The Securities and Exchange Commission said in a lawsuit that Ripple raised at least $1.4 billion through the sale of XRP without first registering it as a security with the agency.