Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.

Cetera, Advisor Group and Securities America are unveiling upgrades they hope will help advisors save time while growing their businesses.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.

Distributed ledger technology is expected to provide advisors with more transparency in a variety of transactions.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

Commission prioritizes retail investors as OCIE issues its must-read compliance letter.

The bank's foray into personal financial-management software follows other online lenders.

Independent advisors are closing in on the service capabilities of big wealth management firms.

The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.

Planners are torn on whether they should DIY or give outsourcing a try.

The glitches represent a setback for a niche of the financial market industry that has been booming of late.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.

You were thinking about the wrong online retailer and the wrong rich tech entrepreneur crashing wealth management.

Headcount dropped by 413 brokers year-over-year, but productivity per FA jumped by 29%.

Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.

Call it the ultimate staycation. Planners offer advice on how to work from paradise.

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

ETF Managers Group accused the exchange of favoring interests in a competing product.