Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

TD Ameritrade is one of the latest firms to be hit up for patent infringement money.

Amid increased client engagement, the right tech can enable advisors to serve more clients without increasing head count.

North American firms are ahead of the curve, Aite says.

MaxMyInterest’s current cash return yield is 1.05% and is FDIC-insured.

Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board.

Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push.

The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges.

This is the latest development from busy programmers at both AdvicePay and MoneyGuide.