Given the steep rise in the price and use of virtual currencies, expect clients to have questions.

New features include health care planning tools and cash reserve buckets.

Advisors may need to shed the AUM model of the past, says the TD Ameritrade Insitutional president. Also: The biggest threat to RIAs and the outlook for job-hunting advisors.

The tax-focused IBD is betting on a switch to Fidelity and Envestnet while undergoing a cultural shift.

Regulators including FINRA are looking at ways to help spur innovation.

Computer algorithms could increase portfolio returns by whole percentage points.

I underestimated Hurricane Matthew. I won’t do the same with this storm.

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.

Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.

Because most advisors are generalists, up-and-coming planners can seek out almost any niche to explore.

A quarter of asset management executives pin the blame on organizational culture, according to FIS research.

While the industry scores relatively low in its digital capabilities, firms that invest in technology are growing nearly twice as fast as their peers.

A comprehensive sales-report system can help prioritize marketing efforts, and communicate information quickly and clearly to advisors.

A well-executed website is an opportunity to explain your value proposition to your client and reach new ones.