"Tools like Slack are great, but they cannot communicate your culture," said Patrick Tucker, founder of True Measure Advisors.

To convince advisors to try its platform, Capitect took a number of steps, including partnering with XY Planning Network to provide its tools to members without cost.

It's fast, virtually free and roughly 40 times more effective than social media. But most advisors are using it wrong.

The CFA Institute is adding the topics to its Level I and II curriculums for the first time next year.

Advancements in fintech, new products and a shifting regulatory environment are among industry executives' top concerns.

The new competition asks innovators to take client experience to the next level.

The industry is imagining more vibrant, more agile and more inclusive processes that deliver results, says Confluence CEO Mark Evans.

Rapid developments in financial technology are among the industry’s top operational challenges, asset managers say.

New technology gives every shareholder a louder voice

Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.

Hedgeable's decision to cease operating its automated investing platform may say more about the state of fintech funding than the robo business model, an industry observer says.

Gains by rivals expose independent advisors' vulnerability, says United Capital's Matt Brinker.

Morgan Stanley’s advisors are already helping clients deal with emotional issues. What if AI could help out?

The makings of a true destination RIA

Advisors and clients would benefit acknowledging what's really driving financial decisions.

Model marketplaces carry major potential for the industry, and experts from BlackRock and Envestnet say they’ve only just begun to make their full impact.

Investable assets in digital channels are projected to top $4 trillion by 2022, according to research.

“I’m perennially scared of overwhelming our customers,” Acorns CEO Noah Kerner says at the InVest Conference.

Better data will propel firms to offer products to a market of one, rather than selling to a mass market.