The 'largest T3 ever' makes one thing eminently clear: The advisor tech world is ready for a return to in-person meetings.

SMArtX will use the funds on development as it supports Morningstar’s existing TAMP and direct indexing services, launching later this year.

The team, previously known as the Cyber Unit, has brought more than 80 enforcement actions since its inception in 2017.

Snappy Kraken CEO Robert Sofia says Advisor Websites was a particularly attractive acquisition because of its compliance review tools, which may help with larger enterprise firms.

The company’s new initiatives include monthly marketing plans created in-house and a digital reputation management program to monitor an advisor's Net Promoter Score.

The company is struggling to retain people’s attention. Democratizing finance ain’t what it used to be.

Advisors using Schwab and Salesforce, Pontera and alternative assets will all be impacted by recent announcements.