Holistiplan's planned improvements include support for ACA subsidy calculations and AMT.

The announcement comes two days after a minor glitch caused a “poor user experience" for two hours.

The good old days of charging 1% solely for a portfolio of mutual funds are officially over, and that's good news for the right type of advisor, says First Ascent Asset Management's Scott MacKillop.

The hybrid offering combines a digital approach with human assistance when needed and leverages tech and expertise from the firm's 2018 RobustWealth acquisition.

Envestnet has come up with a new developer experience for accessing the interfaces.

The marketing firm also added members Marty Bicknell and Thad Langford, investors in the firm, to its board of directors.

iCapital Network will be the first 'platform provider' included on the new alternatives marketplace.

Amidst the digital wealth advisor adding assets, James Burton is named as the firm's first chief growth officer.

A potentially slippery slope in terms of client happiness, MyRepChat integrates with FMG Suite.

There’s a shortage of designees with the venerable CISSP certification, but there are others to consider when hiring (or outsourcing) a cybersecurity expert to help protect your firm.