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.

The insurance firm's venture arm is funding a seed round for U-Nest, an app for investors opening 529s.

Visa's Plaid purchase certainly beefs up legitimacy for account aggregation, but Quovo might become a smaller piece of the pie under new ownership.

Orion Advisor Solutions' private equity owner is reportedly asking $1.875 billion for the firm. Founder and CEO Eric Clarke said the news came as a surprise.

What's the solution for startup denizens that don't understand options and planning? Another startup.

About a quarter of people with a U.S. bank account have used Plaid to connect to the roughly 11,000 financial institutions it works with.

The RIA-focused software provider is turning to DriveWealth for clearing.

SS&C Advent's Black Diamond and Asset-Map announce one of 2020's first integrations.

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.