What the next generation of tech innovation means for planners.

Kestra Financial’s James Poer offers advisors his three predictions for the new year.

Collaboration and acquisition between incumbents and start-ups is poised to increase.

Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.

The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.

Investing fees have fallen for the past few years and there may be no end in sight.

Digital advice is vulnerable to bait-and-switch and choice manipulation schemes.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.