Technology

JPMorgan Chase's rollout of a nationwide in-branch advice network shows commitment to human advice for more complex clients, according to Dr. Kelli Keough, speaking at CB Insights' Future of Fintech conference.

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

A 2018 partnership between Vestwell and BNY Mellon, to bolster retirement plan management solution Sumday, could see implementation in Oregon.

Both investors and advisors will benefit from access to the latter's expertise when it comes to digital planning and retirement account applications.

Fee-for-service business models get another boost with AdvicePay facilitating expanded pricing models for Cambridge's associates.

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

Even as its competitors have become 'bionic,' offering a mix of human and digital wealth management, Wealthfront has stuck to its software-only approach.