Achieving the right balance between the digital and the human touch will be the main test.

During O'Brien's six-year tenure, eMoney grew to almost 100,000 users.

Four prominent academics weigh in on how technology will impact wealth management in the years—and decades—ahead.

Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients. Here, a selection of working advisors on wealth management technology in the near—and...

Crypto education and access provider Onramp Invest will be led by co-founder Eric Ervin.

What does the increasing tokenization of our lives mean for estate planners and their clients?

Betterment is entering the 529 space following a deal with Gradvisor. It's also launching a student loan management feature.

SigFig CEO and co-founder Mike Sha said longtime partner and investor UBS needs his firm, even as it moves forward with the acquisition of rival robo Wealthfront.