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.

The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.

New digital tools have boosted advisors' ability to reach more — but not all — clients.

The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.

Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.

Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.

New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.

The demand is there but it isn’t easy to pull off, according to one custodian that’s already done it.

Brokers and fund managers are turning to innovation to remain competitive and capture new customers.

With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.

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.