Technology

In digital marketing, you're better to be early to the party than late.

Originally from New Zealand, wealth management platform provider FNZ is taking a stake in State Street's wealth management business.

'Hey, Google, check my Charles Schwab portfolio?'

This year, J.D. Power measured advisor satisfaction at both the employee and independent firms.

Investing apps aimed at young investors are rolling out custodian accounts for their children formed under the Uniform Transfers to Minors Act (UTMA).

Advisor Mac Gardner's fintech competition is open to financial planning and computer programming students to combine efforts and create a financial literacy app.

The massive retirement plan record-keeper will integrate the technology and advice tools of Personal Capital to become an end-to-end advice provider.