Marking a milestone for AdvisorEngine, the Franklin Templeton-owned firm now has integrations with all major custodians.

High-net-worth families and family offices may be particularly vulnerable.

Betterment, Skience and Docupace filled out their C-suites, while Snappy Kraken closed a Series A round of funding and Envestnet deepened its Practifi partnership.

Schwab blamed an “issue created by a software enhancement” for erroneously transferring $1.2 million in February to the Fidelity account of Kelyn Spadoni, rather than the $82.56 she had requested.

Technology should be used to enhance the advisor-client relationship but should never stand between the advisor and the client.

"The current space of NFTs is really straddling this line between reality and fakeness and completely made up."

Harvest Savings & Wealth Technologies was called Trizic before a 2019 rebranding, and features microsaving and rapid account opening tools.