Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey.

The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.

It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.

Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.

Robo advice is “a feature, not a business,” one digital expert says

"It's going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing," an exec says.

Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.

The robo advisor is also pursuing more banking business.

The wealth management tech provider's president of investment services is looking to “tie up some loose ends.”

“It’s going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing,” an executive says.

How today’s advanced analytics are key.

“I feel like I always operate in a recession” — and that’s a good thing, says Bernstein Private Wealth Management's digital chief.

In a session at the In|Vest West conference, Rachleff revealed the digital firm’s ambitious plans to take on big banks.

The announcement is part of an ongoing mashup of financial services. The target audience? The customers of traditional banks.

More wealth management professionals are using Twitter to network and push for change.

The planned launch from Cornerstone Capital would be the firm’s first stock fund for individual investors with social and environmental goals.

Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.

Do planners offer enough value to keep tech companies and automated advice at bay?