New advisor tech provider is expanding its recently launched platform built for advisors to manage portfolios specifically for private business owners.

Many firms are investing in new technologies, but employees say they feel behind on the training, according to a recent Arizent survey. Here's how firms like Morgan Stanley, Raymond James and Orion are integrating new tools for their staff.

The publication selected 20 women who have shown strong leadership and communication skills.

There are times when vendor contracts must come to an end, particularly as new technology providers enter the market. CEOs offer tips for ending a vendor relationship and what to put in contracts to protect data in a breakup.

More high-tech vendors are entering the market, making it harder for wealth management firms to keep a long-term relationship with third parties.

In less than one year since taking over Orion, CEO Natalie Wolfsen has embarked on a massive journey to fully integrate the firm into an open architecture, holistic platform. Part of that plan includes employees coming into the office more.

Yext's CEO said his firm could have tried building its own in-house compliance software. Instead, it found exactly what it needed at Hearsay Systems.

The Corporate Transparency Act, ostensibly meant to address scams and other crimes, has ironically opened the door to new kinds of scams directed at small-business owners.

Fidelity and Envestnet said they are relaunching a more integrated Fidelity Managed Account Xchange platform to give clients a more streamlined experience.

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.