Kyle Van Pelt joins from SS&C Advent to help the account-opening provider move toward becoming a broader wealthtech platform.

The end-of-year offer is meant to highlight the firm's automated rebalancing solution and hopefully sell advisors on the platform's many other features.

Even though direct indexing remains a nascent part of the asset-management industry, the buzz is building.

While Google may not swallow financial services in one gulp, Big Tech's appetite remains.

Pershing will be offering the new UMA through its Lockwood Advisors affiliate.

Wealth management software developer Oranj notified advisors on Monday that it would cease operations on Dec. 31.

The move puts him on the other side of the table at the independent broker/dealer LPL Financial, where he served as president until 2015.

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

VVP CEO Craig Findley has reunited with members of his former UBS team.