From digital advice to fee transparency and fintech investment, the pandemic has touched almost every corner of wealth management.

Advisors who switch firms during the pandemic have tough (virtual) conversations with clients in store.

The hackers claim to be officers from the regulatory agency who have documents requiring immediate attention.

Without centralized IT protocols RIA cyber fraud scenarios are taking on new and nightmarish dimensions — but there are ways for firms to defend themselves.

The appointment comes as part of an equity investment by FTV Capital to expand the footprint of the company formerly owned by RCS Capital.

The firm may have crammed five years worth of user adoption into a single month.

The digital advice firm is hoping its 500,000 customers will want to consolidate more of their finances under one roof.

Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.

Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.