Hardware and software

A third of investors in a recent Fidelity survey said they would switch advisers if they weren't active technology users.

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

The wirehouse is also reorganizing how it deploys a number of product and service consultants and technology specialists.

Kavout and qplum claim their technology and founding teams set them apart from competition in the space.

Banks are creating tech to do chores previously performed by people in operations, wealth management, algorithmic trading and risk management.

Ways to interconnect technologies may be limitless. But advisers and advisory firms will demand more, as their clients demand more.

The claiming process has become more complex. Here's how these programs can cut through the clutter.

There is still work to be done, but the firm's platform empowers advisers and sees planning as an ongoing process.

One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.

In a rare interview, Andrew Ceresney reveals the commission's beefed-up efforts, and what advisers should know.

The digital M&A trend has much in common with the wildly popular game app.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

A younger adviser sees the benefits in working side-by-side with technology.

Their low or no upfront costs can bite down hard on an adviser’s future profits.

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.

Clients expect their emails and texts to be responded to nearly instantly, says Earl Jefferson, founder of Texas-based advisory 7th Harvest Investments.

Hedgeable plans to offer P2P lending investments, claiming it will be the first digital wealth manager to do so.

Custodian entering crowded field; minimum initial balance will be $5,000.