The hybrid digital advice firm is expanding its marketing department in an attempt to outpace its competitors.

The tax-focused IBD’s custodial and platform transition is taking longer than the company or its advisors expected.

The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.

The new tools are meant to help advisors manage a growing number of clients in retirement.

Market skepticism is one of several hurdles for RIAs, says Walters. Compliance fears are another.

The No. 1 IBD is reaping the benefits of learning the lesson that it “can never move away from the advisor,” according to its head of business development.

The purchase is part of a plan to add younger clients and tech startups to its stock-plan administration business.

With competition heating up, the IBD is offering advisors better technology and higher pay.

The bank says it has restored access, but it hasn’t explained how a fire-suppression system at one facility could cause a nationwide outage across all of its channels, or how its system as a whole could have been left so vulnerable to the incident.

The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.

Customers reported being unable to access online banking, mobile banking or their debit cards.

Higher costs are most attributable to technology spending, including investments in artificial intelligence.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

The firm cut its headcount by 22% while boosting productivity by 48% in 2018, and it plans to roll out a new desktop platform for its 1,060 representatives.

The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.

Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.

A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.

Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.

CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.