Eight tech tools planners can use to transform their practice.

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

Both already use the fintech company’s technology to market their products to advisors.

The market can't go up indefinitely, says Facet Wealth CEO Anders Jones, who predicts RIAs looking to fund growth-by-acquisition might find themselves cut off.

Sentieo is a financial research platform that allows analysts to do financial research, annotate documents and collaborate with colleagues all within the same software.

Can smart speakers meet the level of sophistication and security needed for wealth management?

Despite the IBD converting much of its technology, HD Vest's COO says the process has been less painful because its planners are supportive of the changes.

An ideologically driven political climate complicates the evolution of global interoperable mobile-driven commerce.

A multi-year reorganization of the firm has lowered head count by more than a quarter but boosted productivity by nearly a half.

Technology is providing opportunity for advisors willing to think outside the box.

Powerful new software and tools can help attract today’s job seekers and retain key talent.

SigFig is partnering with Citizens Bank to launch an advice platform in its effort to become a direct competitor to legacy core systems providers.

There’s a fix, but many firm owners are reluctant to make the investment.

The speed at which clients can onboard has helped digital firms fuel an explosion of new discretionary accounts — often with less staff.

You must not overlook important cybersecurity protocols for protecting your email.

“This is a chance to redesign core systems, some of which go back to PaineWebber,” says Tom Naratil, president of UBS Wealth Management Americas.

The trading app's move to create its own clearing system signals broader goals.

Jim Cracchiolo aims to boost the number of clients receiving comprehensive plans through a series of tech upgrades for advisors next year.