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.

The Securities and Exchange Commission said in a lawsuit that Ripple raised at least $1.4 billion through the sale of XRP without first registering it as a security with the agency.

PEAK6, which owns Apex Clearing and is an investor in white-label automated investing developer Bambu, bought a Swiss options trading developer.

The average financial plan takes an advisor more than 15 hours to produce.

Act Analytics unveils "real-time" ESG ratings for public companies based on news coverage. Our technology columnist takes it for a spin.