The asset manager is attempting to exit its $58 million stake in the digital wealth management platform.

Studies show email campaigns outperform social media in client engagement and conversions.

The SEC's Office of Compliance Inspections and Examinations released a report cataloguing observations and best practices on cybersecurity measures found during examinations.

The new integration means no more manual data entry for advisors with Redtail CRM that use or want to use Timeline.

The company's Select and Elite services purport to help firms achieve, maintain and monitor compliance after Reg BI goes into effect at the end of June.

News comes in the wake of very similar announcements from custodial rival Schwab

The firm behind the app claims it uses algorithms created by Wall Street banks like Deutsche Bank, Brevan Howard, Tudor and Bank of America.

New technology presents many investment opportunities.

Dr. Carolyn McClanahan announced on Twitter she was parting ways with the software provider that builds modules to help advisors in asking their clients tough aging-related questions.