Portfolio

Digital advice can help bank customers engage in a range of financial decisions that go beyond retirement planning and wealth management.

The firm is adjusting to more investors opting for low-cost funds over active management.

Aside from stocks, strong and consistent trends have been hard to come by this year.

Nearly $500 billion of funds held by millennials is up for grabs.

Tech tools can make planning more efficient and show the value of the service, experts say.

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

Some predict the new standards will push more planners to drop their CFPs.

"Everything people thought was cool in 2014 is table stakes in 2017," said Kendra Thompson, head of Accenture’s global wealth management practice.

The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.

The sales-first crowd is trying (desperately) to make sense of the new regulation.