"Tools like Slack are great, but they cannot communicate your culture," said Patrick Tucker, founder of True Measure Advisors.

It's fast, virtually free and roughly 40 times more effective than social media. But most advisors are using it wrong.

The new competition asks innovators to take client experience to the next level.

As digital technology transforms wealth management, industry leaders take a stand on where the field is headed.

New technology gives every shareholder a louder voice

Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.

Bryan Mullin, CFA, Head, Alternative Investments, RBC Wealth Management, James Waldinger, CEO, Artivest

ESG goes mainstream

“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.

Gains by rivals expose independent advisors' vulnerability, says United Capital's Matt Brinker.