The insurance giant and No. 6 IBD made Alexa Von Tobel its chief innovation officer following the closure of the planning startup it acquired in 2015.

SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.

The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.

The No. 1 IBD launched an investment offering aimed at the distributed ledger technology its research unit says could disrupt nearly every industry.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Banks are opting for a hybrid approach, augmenting in-person advice with digital guidance.

Industry leaders discuss advancements in technology, the increasing focus on ESG and developments in ETFs.

Mobile wealth management products have grown 300% in the past year, with retail banks serving up the majority. But there's an opportunity for RIAs to improve the client experience.

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.