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"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.

It's fast, virtually free and roughly 40 times more effective than social media. But most advisors are using it wrong.

Malte Pollmann is CEO of Utimaco.Malte Pollmann spearheaded Utimaco's buy-out from the Sophos Group in September 2013. Prior to Utimaco's independence, he served as vice president of business development and general manager of the company's two business units: Hardware Security Module (HSM) and Lawful Interception and Monitoring Solutions (LIMS). Previously, he was product director and business unit leader at Lycos Europe NV (a Bertelsmann company) based in Germany and Paris.

Eric Helmer is the global vice president of the Strategic Services Group for Rimini Street, where he drives technical solutions for clients around advanced security, functional services, license management advisory, technical roadmaps, assessments and cloud selection/migration services. Mr. Helmer is a seasoned IT executive with deep experience in applied technology, business strategy, corporate systems and entrepreneurship.

Here’s what the two seemingly contradictory trends mean for advisors.

Justin Campbell is vice president of Galen Healthcare Solutions, a healthcare IT technical and professional services and solutions company.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

Brod will step in just after the board's controversial new code of ethics and standards takes effect in 2020.