Seeing an opportunity to capitalize on aggregation demand, Plaid is trying to make it easier for financial institutions to join open data access networks.

It’s the latest active manager to make its funds available on the free- to low-cost platform.

The firm is hiring personnel with technological know-how as it focuses on adding enterprise business.

Despite 2020 market turmoil, Stash passed a key AUM milestone.

A tech stack comprising disparate add-ons has its drawbacks, especially during periods of significant market disruption.

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

Many acquisitions in 2020 have been all about technology. This one is no different.

iCapital improves its technology and development capabilities by buying Artivest.

Envestnet's latest earnings call reveals CEO Bill Crager's first major product launch: Envestnet Connect. Edmond Walters is involved.

Also in Florida, the facility will house IT, infrastructure and business operations staff.