The deal will create an alternative investment powerhouse in terms of breadth and depth of technology for financial advisors.

This is one of three major takeaways Hearsay Systems found in its fifth Social Selling Content Study.

Technology is adding another layer of complexity to the planning process.

Black Diamond hits a milestone, Hightower partners with TIFIN's Clout, iCapital receives patents, and Smart Kx gets funding.

TeleMessage will add extensive mobile carriers and messaging program support to the Smarsh ecosystem.

Cryptocurrency may prove more challenging to track and prove ownership of than more tangible assets.