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The online experience should reflect what it’s like to work with you.

Sayan is the founder, chairman & CEO of exchange platform Softheon.

The firm is adjusting to more investors opting for low-cost funds over active management.

Jim Lester is senior vice president of product management and strategy for biller solutions at Fiserv.

Karl Palasz is a managing director in William Blair’s healthcare technology investment banking group.

Aside from stocks, strong and consistent trends have been hard to come by this year.

Nearly $500 billion of funds held by millennials is up for grabs.

Tech tools can make planning more efficient and show the value of the service, experts say.

Erik Peterson is a partner and the managing director of the Global Business Policy Council at consulting firm A.T.Kearney.

Paul A. Laudicina is a partner and chairman emeritus of global management consulting firm A.T. Kearney and chairman of the Global Business Policy Council (GBPC), a specialist unit of A.T. Kearney dedicated to helping leaders anticipate and prepare for the future.