Firms need to keep up with the dramatic increase in expectations for a better user experience.

In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.

The firm will move from a bank custodial platform to a brokerage platform in the second quarter — all while getting a radical face lift.

Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

The custodial giant is aiming to cut down on the time involved with opening accounts — which advisors often view as a drain.

In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.

“It’s no longer about coming to market and getting funding with some kind of novel pitch and seeing if it sticks,” says an industry analyst.

The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.

Advisors should be increasingly aware of how banks are shaping client expectations.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

The banking tech trends that will dominate 2020

With Portfolio Intelligent Income, the discount brokerage is shifting some of its focus toward clients ready to spend their investments.

While these 20 dizzying changes will throw some for a loop, financial advisors and their clients grow more powerful each year.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.

It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.

Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.