Cetera's decision to partner with startup AdvicePay was all about timing, and lack of appropriate tech from existing vendors, according to the firms.

The fate of the ballyhooed Bakkt project is in the hands of state regulators now.

Investor- and trader-focused social network Stocktwits will be launching a commission-free trading app by the end of June.

The Halo Investing platform allows advisors to monitor structured notes for their clients, analyze trends and sell for access to secondary liquidity.

Robo quasi-hedgie Titan plans a retirement account offering to launch this summer.

Vestwell had been looking for more asset management strategies for its platform.

The firm's former CTO will continue to consult, while Eric Castillo will build out Dynasty Dashboard 2.0.

Envestnet-veteran Oleg Tishkevich reunites with his former firm through a new partnership to help wealthtech companies connect in the cloud.

As part of the partnership, LPL’s 16,000 advisors can access the company’s planning tools at a discounted price.

The majority of clients are OK with the idea of connecting with their financial advisor on social media.