The Board said its new Code reflects the reality of today's advice; it's left many advisors and vendors scratching their heads.

Liberty One, which was founded in 2012 by a group of advisors, creates model-based, individual equity allocations.

Funding for the employee-focused financial planning tool is part of the trend of money pouring money into automated workplace planning.

Dream Forward was bought by Expand Financial, an existing business partner.

A new report predicts massive growth in both users and marketshare before the middle of the decade.

Analytics from FinMason are now directly integrated into AdvisorPeak's trading and rebalancing platform.

Compared to retail banking and digital-only financial firms, wealth management's "technological capabilities remain immature," says Morgan Stanley research, with large gaps in digitization and scale

Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.

The firm's scale and organic growth has impressed investors.

CFPs face an enforceable new code, including provisions for technology. Planners must have 'a reasonable level of understanding' of tech assumptions and outcomes, among other requirements.