Dream Forward was bought by Expand Financial, an existing business partner.

A new report predicts massive growth in both users and marketshare before the middle of the decade.

Analytics from FinMason are now directly integrated into AdvisorPeak's trading and rebalancing platform.

Compared to retail banking and digital-only financial firms, wealth management's "technological capabilities remain immature," says Morgan Stanley research, with large gaps in digitization and scale

Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.

The firm's scale and organic growth has impressed investors.

CFPs face an enforceable new code, including provisions for technology. Planners must have 'a reasonable level of understanding' of tech assumptions and outcomes, among other requirements.

Taking lessons learned from the pandemic, FA Match is launching a new iteration of its advisor recruitment platform.

CB Insights says the recent market volatility shows that investors still want a human advisor relationship.