Americans are relatively comfortable with automated investment advice, but the majority want a human to consult.

Recent innovations in advisor tech are filling large gaps in the financial services industry, says Michael Kitces, co-founder of XY Planning Network.

Rudy Adolf said the company’s recent IPO enabled the deal to happen.

The marketplace lender’s asset management division must pay over $4.2 million; its co-founder and former CEO is barred from the industry.

Old money is losing out to new money—or is it?

CEO of Independent Financial Partners said the deals with Agreement Express, Beam Solutions and Xtiva will make his advisors’ lives easier.

The company says Scott Posner, formerly of IBM, will use emerging technologies to improve the productivity of its internal recruiters.

The bank is hosting a summit in Manhattan on Wednesday and Thursday for about 350 women who are already managing directors at the firm.

In its first annual study of advisors and the 401(k) market, Vestwell found wealth managers are interested in the space but going about it all wrong.

Women account for just 9 percent of CEOs and 8.6 percent of CIOs at family offices.