The digital wealth management platform improved its user interface in a 'major update,' according to the firm.

Envestnet plans an emphasis on financial planning in the coming year, including insurance, estate planning and lending services connected through MoneyGuide.

The acquisition follows JPMorgan’s recent takeover of 55ip, a fintech that focuses on helping investors cut their tax liabilities.

Artificial intelligence and wealth management were meant for each other. Here's how AI can give advisors a competitive advantage.

Betterment for Advisors selected the inaugural class of RIA in a Box, RightCapital and Wealthbox for inclusion in its new RIA Tech Suite.

Robinhood’s growing cryptocurrency business, which was rolled out in 2018 and now allows customers to trade Bitcoin, Ethereum and even Dogecoin, has drawn questions from the SEC.

SmartAsset landed $110 million in a Series D funding round that pushed the firm's valuation over $1 billion. But not all advisors find the service to be useful.

The COO Society costs less than Sonnen's retainer model, and aims to train RIAs on the operational and human resources aspects of running a firm.

Digital account onboarding—long promised—is a must-have for Charles Schwab, says one analyst. The firm is preparing for the feature's launch next month.

Invesco's intelliflo, the parent organization for advisor tools like Jemstep and RedBlack, is adding Blake Kannady as its first chief product officer to oversee product alignment.