Client portals

The mobile technology came in last in a new J.D. Power survey.

Eighty percent of advisors use portals. Many clients say they're not happy.

Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.

The Betterment chief dishes on why flat fees may just be a “thing of the moment.”

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.

Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.

The new standalone firm’s first licensing agreement would bring MassMutual’s 9,000 reps on to the platform developed by the No. 4 IBD.

It’s easy to identify, but hard to accomplish.

Data aggregators provide big advantages for RIAs, but criticism is mounting.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.

If you do not fully understand the regulations, you’re not alone.

The customer relationship management platform will now pull all accessible client information into a single dashboard.

Advisors may need to shed the AUM model of the past, says the TD Ameritrade Insitutional president. Also: The biggest threat to RIAs and the outlook for job-hunting advisors.

Planners ranging from sole practitioners to the largest OSJ enterprises welcomed the CEO’s comment that the firm's culture was not aligned with its strategy.

The No. 1 IBD adapted Riskalyze to its still-evolving ClientWorks portal and added Black Diamond to its discounted vendor program.

The network brought together three dozen advisors with 20 tech vendors as it seeks their input on potential partnerships and acquisitions.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

A pen and paper or more advanced methods of documentation can save financial advisors from a variety of troubles.