Wealth managers are reassessing their services as younger investors are focusing on personal values.

Before you choose the technology that powers the day-to-day work of your business, it’s sensible to ask how each potential partner is funded.

As digital advice blends with traditional human services, firms are looking to expand into technology hubs around the country.

About 1.2 million square feet of office space will be overhauled in the next 15 months to put technology experts closer to brokers, traders and bankers.

For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.

Love or hate Bitcoin and other cryptocurrencies, Ric Edelman says advisors still must prepare to help clients invest in a "cashless future."

The winners of this year’s NICSA NOVA awards highlight how disruptive technology and product development are reshaping the space.

Advisors are more successful when they challenge discrepancies and help to resolve that conflict, a new study finds.

The mutual fund giant's head of wealth management technology says there's a way to improve how financial planning tools work together.

While the No. 1 IBD has retained a significant portion of the hybrid RIA’s advisors, its founder says the firm has major outside recruiting opportunities.

Advanced analytics is helping generate alpha, experts say.

The firm is the first to be censured for violating the Identify Theft Red Flags rule.

For younger investors, the current experience of "finding and investing in a mutual fund feels very broken," says co-founder of the investing app startup.

The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.

Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.

Establishing personal key performance indicators is vital, planners say at XY Planning Network conference.

Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.

Private Ocean – Mosaic combination brings software expertise to financial advice battleground

The company is bridging its bank and wirehouse through training programs, compensation plans and technology investments

Charles Schwab's new chief of advisor technology says custodians are overlooking these basics. Also, what's needed to make big data work.