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.

The robo advisor scouted several cities for a second location apart from its New York City headquarters.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.

The calculus has changed due to plunging coin prices and regulatory tightening, which raises the risk of forced refunds.

Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.

Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.

As wealth managers collect more client information, it is up to advisors to understand the value of data to the business and how it needs to be handled.

Firms are seeking these three specialties.