Technology

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

Bank of America is rolling out a new financial 'coaching' portal available to its more than 60 million customers later this year.

The advent of tokenization across peer-to-peer networks can make virtually any asset tradable and investable. That’s an existential threat to financial advisors, whose value will increasingly depend on specialized knowledge of a smaller slice of a...

DFA funds will be the first mutual funds offered through Betterment for Advisors, and will be offered free of transaction costs.

The changes, which will go into effect in September, include a leadership shuffle.

Envestnet is introducing a loan solution called Envestnet Credit Exchange, while soon-to-be-subsidiary PIEtech makes its insurance-centric MoneyGuideElite tool available to advisors.

The self-billed "Amazon Prime for financial advisors" is cutting its monthly subscription fee, which gives FAs reduced pricing on technology, lead-generation services and health insurance.

Avoiding hype when it comes to new features is not always easy but here are some tips to get advisors asking the right questions.

Digital retirement platform Kindur launches, focused on providing investment management and annuities to DIYers nearing retirement.