Should independent financial advisors help clients invest directly in real estate? RealCrowd's REAllocate is on the cusp of launching an advisor-centric platform to help them do just that.

The alternative investment marketplace just became the exclusive feeder fund service provider at Morgan Stanley.

The total value of the deal, in a cash and stock transaction, is worth approximately $500 million.

Available to its Canadian customers—for now—Wealthsimple Trade offers zero-commission trading to thousands of investors.

Advisor demand resulted in Betterment for Advisors integrating Redtail Technology and Wealthbox CRM systems.

Those behind the free wealth management platform and popular financial planning software have created a single sign-on integration.

Smaller advisors were feeling overwhelmed by the security services provided, so Entreda decided to add a concierge service.

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.