Robo-advisors have become one of the easiest ways to invest without having to actively manage your portfolio. The best platforms handle everything for you — from building a diversified mix of stocks ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Whether or not publicly traded wealth management firms disclose their headcounts of financial advisors in their quarterly earnings, the number represents a closely watched industry metric. So the ...

There are upsides to both, but the choice may come down to your starting deposit ...

Mariner takes a hands-on approach to wealth management, but its high account minimums and fees might be limiting for some investors ...