The ninth-annual event featured 91 awards presented to 80 companies and individuals from a pool of 253 finalists.

Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.

More than 7,000 advisor firms, 3.6 million client accounts and $1.3 trillion in assets were moved overall.

Many who custody with one or both have seen no major hiccups so far, while some smaller, TD-only firms expressed confusion and frustration.

Building a portfolio involves tradeoffs and intelligently evaluating them will yield a better result than using rigid cutoffs.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

A pair of recent legal setbacks have Wall Street’s top cop on the defensive.