Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

The data on Black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

Among our findings, advisors are (finally) embracing chatbots and robo advisors.

The postponement comes as new accounts surge at competing digital advisors.

Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.

The venture fund comes just months after UBS named ING's Ralph Hamers, an outspoken champion of digital banking as its next CEO.

Once derided as fringe and unsustainable, advisors are finally accepting the business model.