Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.

The value custodians offer RIAs is not going away any time soon, but it is has changed.

There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors, Adams says.

The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.

Higher costs are most attributable to technology spending, including investments in artificial intelligence.

Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.

Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.

The move is intended to improve CRM integration and search optimization.

At the moment, there's no clear way to "turn over human intuition" to machine learning, but there are immediate ways to save advisors' time.

Eight tech tools planners can use to transform their practice.

Can smart speakers meet the level of sophistication and security needed for wealth management?

Artificial intelligence is among three themes rapidly shaping development of advisor technology, said firms gathered at the T3 Enterprise conference.

The fund culls data on more than 6,000 public companies each day before picking about 100 of them to own.

What's to stop financial planning from being shrunk entirely into a free app?

Advanced analytics is helping generate alpha, experts say.

Charles Schwab's new chief of advisor technology says custodians are overlooking these basics. Also, what's needed to make big data work.

Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.

Just over half of all asset managers either have or are planning a “limited” number of machine learning initiatives.