Advisors can earn CE credits for the new program developed in partnership with cybersecurity provider FCI.

Riskalyze CEO Aaron Klein provides his opinions and insights on the biggest news to hit advisor technology in the previous month.

Private Client Resources and Lobus are teaming up to provide better aggregation on illiquid assets.

Dana Wilson found a simple unmet need in wealth management—the ability for retail investors to search specifically for Black and Hispanic advisors.

Needing a 'cohesive strategy,' Envestnet hires Robert Coppola to replace retiring Chief Technology Officer Scott Grinis.

The combined firms will represent a powerhouse in the application of natural language processing and machine learning across multiple industries, with initial focus on financial services.

Cloud-based software provider Swizznet announced it is buying RIA-focused IT provider RightSize Solutions.

The latest report from Backend Benchmarking found that some digital advice firms, including Wealthsimple and M1 Finance, actually improved their performance and funding during COVID-19.