Technology

Portfolio accounting firm Orion Advisor Services opened the second day of the advisor technology gathering to unveil its next-generation trading and rebalancing platform.

In a connected world, distribution is king.

Republicans eye killing the CFPB, the psychological profile of fraud victims and Jemstep to become available to SSG RIAs.

Tech developments in the advisory space highlighted at the annual conference.

If the industry is moving towards fiduciary standard despite Trump, firms will need a new tech stack be efficient and effective.

The Healthy Markets Association is developing a tool to examine stock trading with Amazon Web Services.

United Capital launched a new suite of tools Monday to better serve clients and firms using the company’s turnkey advisory platform.

Welcome to the latest edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest happenings in advisor technology over the past month. Regardless of your Risk Number, failing to...

Five tips to help your practice stay ahead of the curve.

ETFs are left out of retirement accounts, employers can offer automated 529 plans, and a Trump appointee hints at raising the Social Security retirement age.