The forthcoming changes will build on digital investments the firm has made recently, according to an executive.

Dan Arnold says the firm remains interested if deals are a match for the No. 1 IBD.

The firm will move over to Salesforce’s CRM tool starting next year as part of an effort to boost efficiency with new technology.

Advisors should be scrutinizing vendors to find partners who share similar organizational values.

Rising stock markets have encouraged individual investors to add to their holdings.

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

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

To convince advisors to try its platform, Capitect took a number of steps, including partnering with XY Planning Network to provide its tools to members without cost.

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

The industry is imagining more vibrant, more agile and more inclusive processes that deliver results, says Confluence CEO Mark Evans.