Independent advisors are gaining ground on their bank-based peers when it comes to loans and cash management tools, improving the client relationship—and keeping those assets closer to home.

The Investments & Wealth Institute is readying the launch of a financial professional community open to both IWI and non-IWI members.

For vendors, virtual conferences stink.

Eyeing competitors like Betterment, Orion and Envestnet, Altruist is launching a portfolio marketplace with offerings from DFA and Vanguard.

In addition to being an investor, Pottruck is executive co-chairman of startup Magnifi's board; he and CEO Hurwitz talk about where the industry has come from and where it could go.

InvestCloud is bringing Tegra118 and Finantix into the fold, in a reorganization that could make the firm a major global wealthtech player.

The episode illustrates, among other things, an increasingly important role of technology in society, which is to democratize access and represent the interests of the individual.

Client engagement and new model portfolio capabilities are the latest advisortech developments.