Technology

Ameritas Investment Management, Benjamin F. Edwards and Great Valley Advisor Group have joined Orion's platform.

The robo advisor wants to help investors of all ages manage their debt. Is it a sign of something larger, now that the investment manager is owned by Capital One?

Schwab issues pledge to advisors that the custodian technology post TDAI acquisition will be 'open architecture' and will include 'a rapidly growing network of third-party providers.' But it won't be called Veo One.

With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training.

It takes a mix of factors for firms of different sizes to find success with digital-lead-generation services.

Last year digital advice evolved beyond mere investment management—and legacy players are catching up to pioneers like Wealthfront and Personal Capital.

IDX has added its model portfolios and customizable direct indexing solutions to the platform.