A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

The funds will classify stocks using artificial intelligence.

Striking the right balance between humans and technology has become the holy grail for early adopters.

Unlike humans, the technology is not able to explain why it made a particular decision.

Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.

Eaton Vance, Morgan Stanley and Putnam executives want to learn how new technology can be leveraged.