After building and buying more tools, Envestnet opens its conference with a focus on analytics specifically for advisors.

A free resource may help you and your clients.

A South Florida company is taking sign-ups from investors interested in automated special-purpose vehicles (SPVs).

Social Finance's 'aggressive' push into proprietary funds raises questions about the interests of robo advisors, said analyst.

Schwab's automated, simplified portfolio management system is now generally available to advisors, the firm said.

The fixed income-focused technology company's services will be available to hundreds of advisors at United Planners.

In addition to the new wealth management platform partnership, IFP advisors will have access to model portfolios from WisdomTree.

The automated investing program's cash account feature netted $1 billion after just a few months.

With increased numbers of clients and rising service expectations advisors must squeeze all the efficiency possible from their CRM technology.