Technology

Aite Group predicts traditional full-service wealth management firms and discount/online brokerages will likely capture the bulk of the robo-advising market over the next five years.

Earlier this year, a data incident at popular CRM-provider Redtail Technology, an early partner in cybersecurity industry group cleverDome, exposed sensitive customer information.

Eager to provide its advisors with better connectivity, Waddell & Reed is building a desktop "hub."

North Capital Inc. decided the financial planning tools available to investors weren't enough, so it built evisor and made it available for free.

LifeYield is expanding access to its tool for drawing down accumulated assets.

RIA in a Box is expanding into cybersecurity, but some question whether a tech-centric approach can be a comprehensive solution.

Clear 1 is already being used by 300,000 end-clients, but its official launch marks an even broader expansion.