Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.

What the next generation of tech innovation means for planners.

The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

With millions of Alexa and Google Home devices now in use, first-mover banks are rapidly developing services to let customers control their finances using only their voice — even if there are still many kinks to work out.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.