Technology

SigFig makes a huge splash with its latest funding round. The robo advisor plans to use the funding for tech and personalization investments.

If your clients need to visit a physical office to open a new account, you’re going to get left behind.

The Generations Project reveals differences in perspectives between advisors and their HNW clients, Swell launches socially responsible impact investing and advisors want more independence.

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

Charitable giving surpasses $400 billion for the first time, baby boomers and millennials favor impact investing and AdvisorEngine announces back end improvements.

The vast majority of advised assets are deeply entrenched in boomer households, and they’re not changing. That’s the sobering reality behind the urgency to arm advisors (and their custodians) with the tools to capture the money as it flows to...

Morgan Stanley and UBS are already using BlackRock's risk analytics software.

InvestCloud looks across the Atlantic in its purchase of London-based tech company rplan. The acquired client engagement provider’s clients include four of the top eight institutional asset managers in the U.K.

Advisors, professionals and IT decision-makers can no longer afford to ignore network improvements and security requirements.

The CEO of TD Ameritrade on filling the advice gap, the conversations advisors will need to have with their clients, and the firm’s approach to cryptocurrencies.