Investopedia carefully researched and analyzed 21 robo-advisor platforms based on 59 criteria to help readers find the best robo-advisor for their portfolio.

While Conquest supports in-depth financial planning, advisors who have used its software agree that it’s difficult to use at ...

Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets ...

It also has excellent advisory tools, including an investment checkup, investment fee analyzer, financial planning ... a comprehensive personal finance platform, and you can budget on your ...

Just when Mark Evans thought he was out of the financial services industry, they pulled him back in. Mr. Evans, a former University of Manitoba professor who built leading planning software ...

Maintaining the status quo is not a realistic strategy for the financial services industry. The writing is on the wall: ...

Learning to manage money as an adult isn't always easy -- but it can get easier with the right tools. For those who are ...

Jordan Hutchison, vice president of technology and operations at RFG Advisory, helps support 69 advisory teams nationwide, which manages almost $5.5 billion in assets.

Charles Norfleet is a distinguished Wealth Manager and the Principal at Norfleet Advisory, a branch of Cetera Advisor ...

The fintech firms' latest RIA collaborations promise to help firms and financial professionals unlock deeper client ...