“The Cue system can give ammunition to advisors on how to engage more deeply with their clients,” says CEO Lowell Putnam.

Craig David Dima has been barred for inappropriate toothpaste trades, unclaimed 2013 tax returns total $1 billion and digital account aggregation is the new normal.

Fidelity released details of new technology tools coming to Wealthscape this year, including data aggregation, analytics and a digital marketplace.

The agreement will give 1.7 million plan participants access to the independent advisor’s full suite of services.

Reports of our imminent demise are greatly exaggerated. We can justify our fees in an age of digital disruption by staying relevant and enriching the lives of our clients.

There is a strategy beyond making money behind Carson Group CEO Ron Carson’s wealthtech investments.

Mariner Holdings CEO Marty Bicknell looks for wealthtech investments outside of the tech hubs on the U.S. coasts.

Some large RIA principals are emerging as both gatekeepers and early-stage investors for tech startups with the potential to transform the advice industry.

AdvicePeriod’s Steve Lockshin was an early investor in Betterment. That opened the door for him to make more investments in fintech firms in the advisor space.

Their future is unknown and that requires more education for both advisors and clients, according to panelists at the TD Ameritrade Institutional’s conference for financial advisors.