Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

Many acquisitions in 2020 have been all about technology. This one is no different.

iCapital improves its technology and development capabilities by buying Artivest.

Envestnet's latest earnings call reveals CEO Bill Crager's first major product launch: Envestnet Connect. Edmond Walters is involved.

Also in Florida, the facility will house IT, infrastructure and business operations staff.

A new no-frills, low-cost, white-label custodial interface sits atop Interactive Brokers RIA platform.

Our current reality of social distancing and virtual meetings shines a spotlight on the need for new ways to reach out and connect.

Canaccord Genuity Wealth Management will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform.

It's an uphill battle for 2020 fintechs in need of cash.

Embracing technology can help in a time of crisis and isolation.