This post has been updated to include the Facebook app creator's statement on the issue. Ouch, here's a zinger: contrary to reports, travel site TripAdvisor apparently did not purchase the Facebook ...

The Securities and Exchange Commission on Wednesday voted unanimously to update the definition of a so-called internet advisor, an exemption smaller, primarily digital firms use to register with the ...

Fintech firm Orion is redoubling its commitment to fiduciary advisors with an updated billing and reporting system. The wealth tech provider launched enhanced billing and reporting system aimed at ...

In today's rapidly evolving financial landscape, the role of financial advisors extends far beyond portfolio management. Clients seek not just periodic updates, but a continuous dialogue that instills ...

Three major wealth technology providers – Advisor360, Nitrogen, and Advisor CRM – have introduced new artificial intelligence features and integrations aimed at reducing manual work and boosting ...