Hardware and software

Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.

From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.

One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.

They seek a refund and damages after they said the firm directed them to its Thinkorswim website, according to a FINRA arbitration filing.

The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.

"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.

Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.

Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.

The partnership “shows just how much technology is being democratized and customized,” according to one researcher.

It's the second acquisition in recent months for the WisdomTree-backed platform.

A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.

Ex-Goldman Sachs executive stresses advisers need sophisticated tools to compete in a crowded robo market.

Does the advisory industry need yet another risk assessment tool?

Drew Sievers says the adviser tech firm is ready to cover lost ground in the market and compete.

The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.

MarketRiders is the latest digital platform aimed at a specific minority investor community.

In a nod that digital advice is here to stay, the agency updates its directions on how to ensure compliance, along with tips for evaluating the growing number of services.

AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.

Finhabits is billed as the industry's first bilingual digital platform.