Technology

Follow the money. | Copyright Lintao Zhang, Getty Images Beijing has sneaked past New York City as the home of the most billionaires, according to Shanghai-based magazine Hurun. Based on Jan. 15 stock prices, there are now 100 billionaires...

NextCapital is expanding its enterprise digital advice software beyond the defined contribution space into the world of IRA rollovers and taxable brokerage accounts...

Robo advisors and beyond: why you need to pay attention to Charles Schwab, BMO and Vanguard

United Capital is adding a new tool to its technology suite to help advisors make financial planning more meaningful for clients. The Newport Beach, Calif.-based firm, which calls itself a financial life management company, is acquiring FlexSc...

In response to the rash of high-profile data breaches in the past several years, companies are increasingly looking to procure cyber liability insurance to help offset some of the potential risk. Interestingly, since to retain coverage under most...

An early investor. | Copyright Ron Wurzer, Getty Images With the marijuana industry expected to grow to $6.7 billion by the end of this year and the growing popularity of equity crowdfunding, it's now easier than ever to get your hands, or...

In the escalating battle for control of the technology hub used by registered investment advisors, Fidelity Investments has a new weapon that may turn the tides. The Boston custodian revealed plans for what they are calling the “Total Advisor ...

Financial advisors work hard to prevent clients from reactionary investment decision that can stray them from their long-term plan, but doom-and-gloom headlines during periods of market volatility can shake a client’s confidence...

Click to Enlarge The millennial generation is the biggest in U.S. history, with 92 million individuals, according to the U.S. Census Bureau. This generation has less money to spend and higher debt levels than previous generations, accordin...