Technology

Stripe is the same technology undergirding Michael Kitces and Alan Moore's advisor-and enterprise-focused AdvicePay.

Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day.

In a time when AUM-based advisors are being paid less and working more, Snappy Kraken is offering to reduce its fees and prices.

ZOOM and ZM have been confusing for so long.

The fintech is one step closer to becoming an all-in-one wealth management service provider, lender and payments processor.

The wealthtech provider is working with Compliance Solutions Strategies to roll out a web-based Form CRS builder.

The new resource from PCS Retirement offers advisors ways to directly message plan participants or to send additional documents and resources through the portal.

Meanwhile, BlackRock increased its minority stake in the alternative investment platform.

What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession.