Revenue Ruling 2019-24 explains income tax consequences of “hard forks” and “airdrops.”

United Capital, owned by Goldman Sachs, is one of the first enterprises to use eMoney's new Access feature, which opens the planning software's data to outside vendors.

The custodian's new offering is a successor to its Manager Workstation, with new interface, features and workflows.

eMoney is looking for new ways to engage clients and millennials in financial planning. Its approach isn't without risk.

The platform, co-developed with Fidelity's wholly owned independent subsidiary eMoney, has improvements meant to further streamline advisor workflow.

Financial advisors are constantly told that they need to use automation and AI in their everyday practices. But, it can be assumed that not all of them are 100 percent comfortable in doing so. Should they be worried or should they just go for it?

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

Whew. Wealth/Stack, huh? The event expected 500 delegates, over 700 turned up. The event in Arizona was truly conference history in the making.

According to the fintech firm, Broadridge's acquisition will help advisors better prepare for the implementation of the SEC's Regulation Best Interest rule.