Technology

Should independent financial advisors help clients invest directly in real estate? RealCrowd's REAllocate is on the cusp of launching an advisor-centric platform to help them do just that.

The alternative investment marketplace just became the exclusive feeder fund service provider at Morgan Stanley.

The total value of the deal, in a cash and stock transaction, is worth approximately $500 million.

Smaller advisors were feeling overwhelmed by the security services provided, so Entreda decided to add a concierge service.

Wealth management mobile apps are dismissed as "dated" and received low marks, particularly by high net worth customers.

Clients expect integrated tech solutions, and financial services firms finally look ready to deliver.