The deal is the largest under the tenure of Microsoft CEO Satya Nadella.
Advisers who use Microsoft programs can expect new enhancements on the horizon.
LinkedIn rolled out a new feature this month to help its users find professionals, including wealth managers and Certified Financial Planners.
After the firm terminated its relationship with the adviser, it denied him access to client information.
Two software providers are working to document ongoing compliance tasks: BasisCode Compliance and RIA in a Box.
Other partners include New York Life, Santander and current partner UBS.
The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.
Pershing LLC has partnered with NextCapital, an adviser-facing robo platform.
If a firm's transition to the Best Interest Contract Exemption is done using paper contracts and disclosure forms, it could be costly, difficult and risky to manage.
These ideas for programs could significantly reduce the complexity of advisers' jobs.
Fund giant offering financial advisers a tool for evaluating the funds that adheres to the 2013 guidance from the Department of Labor.
The custodian cites too many tech options as the reason to end its dashboard partnership.
DOL's rule accelerates an opportunity for these firms to wrap products into advice-driven online platforms.
<i>Breakfast with Benjamin</i> New research suggests that some tech-crazy millennial investors are moving beyond the robos to work closely with human financial advisers.
These tools have helped Morningstar's Sheryl Rowling stay on top of business while traveling abroad.
Morningstar's Sheryl Rowling is amazed at how quickly her computer now boots up and programs open up instantly.
Report says digital advice platforms in these tax-advantaged accounts will attract a new type of investor.
Ninety-five percent of breaches stem from human error; low-tech vigilance goes a long way.
Asset managers and advisers will crunch data to gain insights on fixed-income products.
Morningstar's Sheryl Rowling has advice for how to best adapt to changing conditions as she works remotely from Spain.
