The news of the data breach cast a shadow over relatively strong first-quarter earnings for the Atlanta bank.

Books can be great marketing tools, but also time consuming.

Listen up, advisors — chatbots are talking their way into wealth management. Some see them as part of a low-cost, entirely automated option that commoditizes financial advice even further.

By focusing on the relationship, RIAs can outdo automated investors — and charge accordingly, says CEO Joe Duran.

Two-thirds of firms don't know how to attract young people, a new survey reports.

Collaboration is key to the effort since there “is no competitive advantage to be the only firm engaged in data protection."

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

The self-regulatory body says working with data aggregators increases the risk of cyber fraud, unauthorized transactions and identity theft. But aggregators say other links in the information chain are more vulnerable.

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.

Updated calculators and a leaner interface are intended to raise awareness of “retirement readiness.”

The continued ascendancy of low-cost passive funds puts pressure on compensation overall, particularly in active management.

Many of the trades should have triggered market manipulation concerns because they involved companies that were barely operating but engaging heavily in promotional activity, the SEC says.

Are the recent declines in tech just some high-flying stocks coming back to earth, or a turning point for the sector?

Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.

The tax treatment of bitcoin and its ilk raises major questions.

The money manager has been shorting a group of technology stocks, which he’s described as a “bubble basket.”