Firms can customize software using APIs, but there are challenges to setting up the perfect system.
The late musician Prince didn't have a will, just like six in 10 of all Americans.
Mr. Sokolin will remain a shareholder and member of Vanare's Board of Directors, while Ken Manning will succeed him.
Former Merrill and Citi chief executive says the digital adviser answers womens' investing needs.
Investment management firm Invesco has acquired Jemstep, one of the first online automated investment platforms in the financial services industry, in the latest bid to offer more robo-technology to traditional advisers.
Goldman Sachs has agreed to acquire Honest Dollar, a mobile retirement savings platform that works with those who do not have access to an employer-sponsored plan.
The company is tackling two trends in financial technology: better dashboards for clients and pulling in held-away assets.
The firm plans to zone in on finance tracking to help clients really understand the 'big picture.'
Advisers should weigh wealth management technology as an answer to their small-account woes.
