Eight tech tools planners can use to transform their practice.

SigFig is partnering with Citizens Bank to launch an advice platform in its effort to become a direct competitor to legacy core systems providers.

What's to stop financial planning from being shrunk entirely into a free app?

How this startup is convincing its customers to sign up not only for investing accounts, but also retirement savings and banking.

About 1.2 million square feet of office space will be overhauled in the next 15 months to put technology experts closer to brokers, traders and bankers.

Copying big banks, smaller institutions are pairing with robos to meet changing mass-affluent preferences in long-term investment products.

Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.

To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.

Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

As robo advice expands into other services, such as debt management, the stakes rise to become a hub for a client's entire paycheck and financial life.