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The recent FinDEVr conference showcased dozens of cutting-edge tools, platforms and technology integrations in financial services. Here are a few of the most innovative ideas I saw.

Texas Attorney General Greg Abbott reached a settlement with Houston-area financial advisor R. Craig Rathmann, accused of colluding with RBC Capital Markets to limit competition on bond deals for municipal utility districts.

Fidelity Investments is telling investors and advisors that clients' data appears not to have been captured by the hackers who infiltrated the systems of JPMorgan Chase earlier this year. And while clients aren't yet worried, advisors say, such threats are unlikely to go away.

Long-term capital gains tax rates in 2014; IRS revises a limited-amnesty program for offshore accounts: Year-end retirement planning strategies

With mortgage rates at new lows, is it time for clients to refinance?

Even with $360 billion invested in smart beta, industry heavyweights say that more education is needed to make public aware of the strategies.

Fund companies are known to go too great lengths to try to create alpha for their clients. Some rely on high-conviction strategies - a formula Alpha Architect says it can offer at lower costs. Money Management Executive asked the company's founder, Wesley Gray, about its business model and how it competes.

Surprise, retirees aren't that vulnerable to fraud; 4 questions to ask before retiring overseas; 3 mistakes that can sink your retirement

The global economy faces its biggest test of confidence since the European sovereign debt crisis as investors fear it’s running out of engines.

Deutsche Asset & Wealth Management lured away a managing director from J.P. Morgan.