Technology

TIAA's acquisition of EverBank Financial and MyVest helped accelerate the robo advisor's launch.

Wahed, with 21 full-time staff, has registered users in 48 states.

Experts offer a three-step approach for HNW families that want to minimize cyber peril.

While the record-breaking rally in bitcoin has captivated markets, demand for other digital coins is surging.

Welcome to the May edition of the Riskalyze Fintech Report Card, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month. Regardless of your Risk Number...

If Aaron Schumm's latest venture gets enough traction, some say it could radically change the wealth management industry.

Morgan Stanley rep barred from the industry for Venezuela bond trades, a Niagara Falls financial advisor is running for city council and Shareholder Services Group brings Advicent technology stack to its advisors.

Think about how they prefer to interact with you, not you with them.

Cory Redding defrauded by his financial advisor, adults lose confidence in financial well-being as they age and millennials want more than robos.