Suleman Din

Planners share how they are finding new revenue streams for their business.

The top independents all state going public is a goal, but there are doubts about broad market support.

The technology underpinning Alexa can automate meetings, update clients and even deliver advice.

Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.

Quietly, Invesco's robo advisor has scored IBD and brokerage clients.

Personal Advisor Services closes in on the $100 billion AUM mark.

Some platforms are promoting their approaches to attract more sophisticated young investors.

The hybrid firm stated it now has $4.9 billion in AUM, with $1.4 billion gained this year alone.

The IBD spent $77 million on technology upgrades in 2016.

Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.

The digital firm is opening up a new avenue of advice that could be a model for an industry grappling with the challenge of scaling for smaller accounts.

Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.

The founder of HelloWallet shares tips on staying competitive online.

There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.

A net 80% of investors think America is the most overvalued region, analysts say.

Demand from millennials has helped the strategy become an $8 trillion category.

"I don’t have one yet, but I want one," says Tom Halloran, president of Voya Financial Advisors.

Those unwilling to embrace technology will be left behind, wealth management leaders warn.

Amazon's Jeff Bezos has the distribution to potentially disrupt financial services, says Riskalyze CEO Aaron Klein.

In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.