Underinvestment in V2C puts the potential benefits of other imperatives at risk.

As the markets tumbled, Fidelity and Schwab customers couldn't log on.

A year after announcing a surprise joint venture, Edmond Walter's secretive Apprise Labs is gearing up for broad market launch this spring.

A consultant’s on-the-ground roundup of the biggest announcements and takeaways from the advisor technology conference.

Meanwhile, Dr. Carolyn McClanahan sold the last shares of the "aging planning" software firm she helped found.

The annual advisor technology conference saw presentations from Fidelity, Morningstar, AdvisorEngine and a debut from Timelineapp.

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

Some 233,000 savers held seven-figure 401(k)s as of Dec. 31, up about 17% from the prior quarter.

Fixed income powered much of the growth in asset flows last year, according to a new Morningstar report.

Last year digital advice evolved beyond mere investment management—and legacy players are catching up to pioneers like Wealthfront and Personal Capital.