Wealth management mobile apps are dismissed as "dated" and received low marks, particularly by high net worth customers.

Clients expect integrated tech solutions, and financial services firms finally look ready to deliver.

Harvesting more user data and providing better financial planning, the automated investing platform is adding one-time goals to its financial-planning feature.

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

Overhyped or not, its underlying technologies are going to change, in fundamental ways, the financial advice industry.

The platform, long popular throughout Europe and other parts of the world, will allow U.S. customers from 32 states and U.S. territories to trade 13 cryptoassets; the platform will launch its own crypto exchange, eToroX, later this year.

In this environment, advisors should expect superior technology, a nimble approach to portfolio construction support and personalized service from broker-dealers.

Nearly $3 million in seed funding for improvements at Alto, a platform that facilitates investments in alts via IRAs, illustrates the growing interest in alternative investments.

Jud Mackrill, who co-founded Mineral Interactive, said he is not leading an effort for Carson to work with the firm.

The ScratchWorks' fintech competition announces its season two semifinalists, including a company founded by Michael Kitces and Alan Moore, a new offering from 280 CapMarkets—and a teenage video game developer.