Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

The big shift in future planning: Tech that predicts behavior, says Charles Schwab’s Bernie Clark.

Banks are hoping strategies like technology-enabled portfolio trading will help them grab a bigger slice of the shrinking fixed-income pie.

Little can keep the search engine giant from entering wealth management. But advisors still have weapons at their disposal. They just need to use them.

A stroll down the corridors at professional gatherings is always a good idea. Here are ways to have the most fruitful conversations.

Fresh off rebranding its wealth management business to Avantax, the firm aims to support its smaller but more productive force.

The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.

Advisors say they have concerns about an upcoming recession, according to a new survey.

The wealth management unit took in lower revenue from the year-ago period — but executives say its transformation is going according to plan.

Many larger firms have found this investment has raised the quality of service for their clients. But what if you're a small firm?

Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.

Female-founded startups receive less that 3% of all global funding, a report found.

CEO Dan Arnold described the firm's multipronged strategy for further growth.

SigFig reportedly lays off a percentage of its workforce, while a former Fidelity marketing chief joins Personal Capital.

The RobustWealth and Wells Fargo acquisitions are boosting the firm’s technology and scale as firms of its type diverge on their approach to a changing industry.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Independent investment platforms are projected to lose market share to larger entrants, according to industry data.

Carolyn Clancy, head of the BD segment, says its 200 client firms need more tools and capabilities in a new era of wealth management.

Inspired by the founder’s unique vision, this journalist leaped to the business side.