"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.

Like many financial companies, the brokerage wants to go where customers are. Since that means communicating with them via a third-party platform, it is working through privacy and security issues.

Artificial intelligence can help wealth managers serve clients better, but some say the technology is too immature to be useful right now.

401(k) plans in small companies are a "blue ocean opportunity" for advisers.

To survive, planners must be willing to change in these five areas, according to the popular industry expert.

Robos, among other pressures, will force an evolution in the percentage of AUM fee model, the custodian head says.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

TD Ameritrade Institutional’s revamped Veo platform allows planners to integrate information across third-party providers with a single sign-in.

Industry leaders offer personal insights for better results.

Your emotional intelligence, or EI, affects portfolio planning as well as professional relationships. Here’s how to develop and harness this powerful tool.