Once again, Betterment is looking to cash management as a financial services differentiator.

Schwab’s latest RIA benchmarking survey shows how technology can improve an RIA’s performance. But the coronavirus has been the catalyst that pushed many to pull the trigger.

The pandemic is shaping tech. Orion announced a client portal overhaul and an integration with Apex, following a spike in COVID-19-related portal logins.

Carson, Orion, ETFLogic, Riskalyze and Kwanti all partnered with the ETF-issuer to include WisdomTree's model portfolios.

The move marks a major entry into financial services.

FNZ is making another move in the U.S., leading the funding round and taking a minority stake in the firm.

The wealthtech veteran has more than 15 years of wealth management and fintech experience.

Smarsh announced comprehensive capture and archive support for Zoom chat, voice and video recordings.

With the industry lagging in mobile app development, compliance technology firm RIA in a Box is unveiling an advisor-focused app.

Rodney Branch, a former executive at Prudential and Athene USA, will lead Luma's marketing efforts as chief marketing officer.