Hardware and software

Stepping in to help the company scale and manage product growth is industry veteran Ken Manning.

It isn’t all about self-promotion but also interaction and what can be learned.

Why can’t a firm’s operations be as beautifully integrated as the functions on a mobile phone?

Why can’t a firm’s operations be as beautifully integrated as the functions on a mobile phone?

United Capital’s Mike Capelle on the principles that guided the formation of the firm.

The first independent robo to reach the milestone.

Morningstar’s head of behavioral science, Stephen Wendel, discusses the frontiers that tech is opening for advisers at SourceMedia's In|Vest conference.

A firm's approach will have "a material impact on an adviser's service delivery, technology spend, business model and, last but not least, brand," an analyst says.

The IBD's top technologist's question for firms seeking upgrades: Are you sure you understand how you want to go to market?

In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.

Advisers who still rely on spreadsheets run a real risk of becoming obsolete.

Advisers who still rely on spreadsheets run a real risk of becoming obsolete.

Using the right tools helps offer a good customer service, but there are other great benefits as well, says Klingman COO Michael Paley.

Using the right tools helps offer a good customer service, but there are other great benefits as well, says Klingman COO Michael Paley.

Why offering a human touch is easier with the newest wealth management technology.

Why offering a human touch is easier with the newest wealth management technology.

Insurers including Northwestern Mutual are seeking to gain more capabilities through technology platforms.

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.

Automated advice can provide efficiency, but it is not going to be for every adviser, says LPL's chief information officer, Victor Fetter.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.