Technology

Fiserv Chief Executive Officer Jeffery Yabuki will become CEO and chairman of the combined company.

MoneyGuideOne is a "lighter," less-expensive iteration of the firm's popular planning software; on the opposite end, a more feature-rich MoneyGuideElite is coming soon.

While the model may be a huge departure for LPL and set PAG apart from other OSJs, the changes bring the firm up to par with what some other RIAs are already doing for wirehouse brokers looking to build their own business.

A few days of regulatory review changed brokerage funding options that had been static for over four decades.

The SEC said the same group that infiltrated PRNewswire Associates LLC and Business Wire computer servers years ago to obtain unreleased press statements was also behind the 2016 attack on the regulator’s Edgar database of corporate filings.

Earlier investments in fintech are paying off.

Yodlee will be moved under Stuart DePina's new business unit, while Tamarac will be brought into Bill Crager's division.

Unlike the first crypto ETF filed by the asset manager, a prominent exchange is working alongside the firm to get its new fund approved.

Based in Europe, N26 is setting its sights for a U.S. launch before July.

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.