Technology

Merrill Lynch launches ad campaign featuring its commitment to the DOL rule, Millennials are too cash-strapped to buy a home and Strategic Insight acquires BrightScope.

Riskalyze's CEO explains what the firm's going to do with its new influx of funding.

Show your value to your clients by coaching them on the best ways to avoid credit card identity theft.

Cetera is using the DOL rule as an opportunity to overhaul its technology stack, starting with an alliance with PIEtech.

The reasons not to approve the ETF are obvious. Here are five reasons why the SEC should.

Backers of “robo” investment platforms claim they can help advisors meet the fiduciary standard. Others aren’t so sure.

An improved, cleaner layout, more fluid navigation and an enhanced mobile experience.

IBDs and RIAs are gobbling up new assets, Cetera is putting out its own technology tool for DOL rule compliance and Orion is launching an interactive training course.

Wealthfront says the results of its test prove that its tax-loss harvesting capabilities are superior to that of Schwab Intelligent Portfolios.

While other technology firms are dedicating resources to providing technology for advisors, or at least playing nice with the industry, Wealthfront remains the rebel, and it's on the offensive again. This time, the Redwood City, Calif.-based r...