The holidays must be coming soon because BIC is working on its annual ranking of top bank advisors.

Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.

On Wall Street annually honors the work of the industry's elite leaders.

To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.

See which industry leaders made the cut for this year's list.

Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

As robo advice expands into other services, such as debt management, the stakes rise to become a hub for a client's entire paycheck and financial life.

Firms should update their online and mobile applications — bigger font sizes, perhaps — to ensure their offerings are accessible to older customers.

FINRA released internal data in the regulator’s first-ever such report, highlighting changes in the wealth management space.

One of the firm's two new executives is a wirehouse veteran who started her career at Merrill Lynch in 1990.

The fees affected hundreds of thousands of customers and the total cost could climb to more than $180 million, according to a report in The Wall Street Journal.

Acorns co-founder Jeffrey Cruttenden says clients would vote, if they realized they had the rights.

“It’s not about us getting to them. It’s about them getting to us,” Daniel Darst, chief marketing officer for People’s United Bank, said of client marketing.

The wealth management firm is using digital tools to smooth the transition for clients and advisors. Here’s how they’re doing it.

Noah Kerner, CEO, Acorns and Suleman Din, Technology Editor, Financial Planning

Acorns, the mobile microinvesting company, wants to be known for helping customers manage saving and spending — and that's it, CEO Noah Kerner says.

They want help with their money — and they don’t mind their own data being analyzed, JPMorgan’s Kelli Keough said at the In|Vest conference.

The firm has recruited 71 advisors so this year and opened branches in four states, according to a spokeswoman.

The app also allows clients to use the Zelle person-to-person payments service.

In an investor-backed power play, the tech startup wants wirehouses and banks to turn to it instead of traditional software providers as they make upgrades.