Hardware and software

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 industry can learn a lot from how Amazon keeps customers engaged, says Broadridge's Salvatore Sodano.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

After building an empire on passive funds, the world’s largest asset manager is readying a suite of actively managed funds.

AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.

Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.

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

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.

Oct. 30: After experiencing two major bear markets, younger generations are demanding products that are easy to understand and offer transparency.

Don’t underestimate the enormous investment of time required.

Custodian Trust Company of America helps RIAs create their own automated offerings.

It can be a daunting process, but here is how to get started.

The bank is testing several trading and investing platforms and will be talking about "what might or might not work," CEO Jamie Dimon said during its third-quarter earnings call.

Pair a staffer junior with a senior advisor; they just may come up with something.

Jay Shah says digital platforms will be judged on the quality of advisors they keep.

Clients are already consuming products differently as a result of new technology, says TIAA Chief Digital Officer Scott Blandford.