The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?

The updated site will include more listings as well as opportunities for career coaching.

Audit volume is up but compliance issues are down — with cybersecurity as the wild card.

Andreessen Horowitz — one of the richest and most famous firms on Sand Hill Road — is giving up its VC designation.

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.

The IBD's advisors can expect new technology and product offerings, says David Knoch.

Direxion’s Rob Nestor and David Mazza discuss hiring and compensation strategies, ETF space developments and the rise of robos.

J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.

It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.

Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio.

The wealth manager recently introduced monthly fees. But, it's not for everyone.

About 82% of financial advisors are already using financial planning software.

The aggregator buys two RIAs with a combined AUM of over $800 million.

The firm's partnership with software issuer BondLink aims to expand access to aggregated issuer data.

Financial advisors are seeking technology tools that help them deliver deeper insights and better advice. Results of Financial Planning’s survey shows them where to look.

Asset managers have felt the pressure as volatility roils global markets and investors continue to demand low-fee funds that require far fewer workers.

Investing in technology is an ongoing expense.

The New York-based firm has secured over $62 million in equity funding since its founding in 2014.