With a team of three other co-founders, Jud Mackrill is launching an 'integration as a service' company, called Milemarker, to help advisors better understand the data within their firm.

Advisor Group onboards a new exec to oversee digital efforts; meanwhile automated RIA business support system startup Benjamin receives a seed round of funding.

First announced in 2019, eMoney Advisor's Incentive app, formerly called Project Avocado, is now widely available.

While they may miss out on some benefits, advisors could be better off from the termination of Visa's plans to acquire account aggregator Plaid, according to observers.

Wealthtech entrepreneurs and Fintech founders can take a few lessons away by thinking of the failure that was the launch of Google Glass.

Not unlike clients who come to advisors for a quick fix to their financial woes and expect unrealistic returns, advisors who turn to traditional marketing to get them past growth hurdles are destined for immense disappointment. 

Relying on a mix of APIs, special methodology and a tech-forward attitude, Vestwell and Franklin Templeton aim to give advisors more control over managed retirement accounts.

The time has come for goals-based financial planning technology to be more comprehensively interwoven with investment management.

Longtime employee Dustin Lucien, the former head of engineering who was most recently listed as the firm's COO, has left Betterment.