An RIA that chooses to spend its money on building a client portal is expending its resources on the wrong things, PFI's Matt Sonnen writes.

The four-year-old provider will continue to expand its staff base, add new features and continue to develop its tech stack.

The tax return review tool is officially receiving 2019 tax return uploads, as well as announcing new tools to support income- and capital gains-based advice.

As the market experienced violent swings over the past two weeks, Robinhood suffered from three significant outages.

Redtail and Twenty Over Ten are working together, in support of efficient advisor marketing and contact management, according to executives at the two firms.

Videoconferencing may gain new importance to advisors and clients as the coronavirus leads to quarantines, remote working and self-isolation.

Hardwick, who currently serves as chairman of Riskalyze, will lend her expertise in wealth management technology to work closely with Genstar’s financial services investments.

A special edition of the report card where Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor tech over the past 10 years.

The pool of technology is wide and deep. But don’t let the tools lead the business, says Vib Arya, COO of New York City RIA Shufro Rose. RIAs need to first have a clear value proposition and articulated workflows before diving in.