Hardware and software

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

The software is powered by analytics previously available only to larger institutions.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.

Collaboration and acquisition between incumbents and start-ups is poised to increase.

Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.

The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.

Tired of doing this manually, many turn to solutions that combine the two in one platform.

Investing fees have fallen for the past few years and there may be no end in sight.

When choosing their next employer, advisors resist a digital downgrade.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

Some advisors are holding out in case the technology changes.

In the wake of the DoL fiduciary rule, documenting client profiles and recommendations boosts compliance.

Integration, scalability and service model are key to selecting a vendor.

There is nothing to be nervous about — but there is a way to do it right.

Technology is a tool, not a substitute for actual interaction.

This technology allows for a guided, rather than a one-sided, planning experience.