Hardware and software

The brokerage firm also added new members to its asset management team.

Better engagement and smart analytics can "lift revenues significantly," according to the Global Wealth Report.

Wealth management "is the least tech literate of all financial services," says Michael Spellacy of PwC.

An obscure integrated platform product from a Canadian firm has features that U.S. RIAs may find particularly attractive, writes our Tech Tools columnist.

Banks are racing to incorporate new technology to fend off new entrants seeking to steal established firms’ customers.

If an advisor hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?

The wealthier the family, the trickier it can be to interpret their finances. A modern investment management platform can alleviate the need for manual number-crunching.

The bank's digital innovation chief has teams working with artificial intelligence to build a banking app you can talk to or text.

The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.

Most clients interested in artificial intelligence-enhanced software are in the broker-dealer and RIA markets.

Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.

With automated advice platforms now a standard offering, the easy assumption is that technology is being universally adopted by advisers. Key insights from our annual Tech Survey, though, challenge that notion.