Technology

Communication is the biggest reason for faulty wealth transfers, public pensions are in danger of running dry and AdvicePay extends its funding round to $2 million.

Morgan Stanley has been working for two years to integrate BlackRock's Aladdin.

Financial crimes cost firms more than $1 trillion last year, Donna Wells joins Betterment’s board and Dot launches one-click property ownership.

Fiserv’s tech leader Cheryl Nash talked with WealthManagement.com on what artificial intelligence might mean for financial advisors, how “personas” could be the next big thing in fintech, and what advantages the banking channel brings to retail...

Wealth management was immune to Deutsche Bank’s cuts, millennials are outdoing baby boomers on retirement saving and Hearsay Systems creates a compliance-friendly mobile tool.

A new take on Wealthfront’s risk-parity fund, Hans Olsen joins Fiduciary Trust Company as CIO and RBC recruits a West Palm Beach team from Wells Fargo.

Fintech firms are finally cracking into the fixed income scene, aiming to provide advisors with market data, transparency and a better deal for their clients.

More bitcoin bashing, how utility costs affect retirement and a crypto miner takes a nice, warm bath.

VR is not just for video games. Built from scratch, Fidelity collaborated with Amazon to develop its virtual reality financial agent, Cora.

One size does not fit all.