Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

Advisors have all the most sophisticated cybersecurity applications available on the market, but experts say they can't stop the biggest weakness out there.

Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an extremely worthwhile investment.

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.

Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

Jump and Zocks have both recently collaborated with independent broker-dealer Osaic and seen growth in their user bases.

Sora Finance will continue to operate as a standalone offering for roughly 12 months while Flourish develops a combined deposit and lending solution.

The research and consulting firm spoke with more than 11,500 investors last year about their wealth management company. Here's how 36 firms fared in the survey.

Many see AI as augmenting, not replacing, the work of financial advisors, but experts still have plenty of concerns, from compliance to cybersecurity and more.