The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.

The milestone cements the dominance achieved by large institutions in the online space.

The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.

This year, digital wealth management will shift to goal-driven advice that is instantly accessible and always personalized.

CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

Deals have heated up. Can the rapid pace continue?

Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.

Clients won't accept complacency when a vendor is hacked. Acting quickly is key.

The Form N-PORT compliance era official begins in the second quarter of 2018.

It is not the fiduciary rule or whether robo technology is friend or foe.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.

Client data should be walled off behind sufficient protections.

What the next generation of tech innovation means for planners.

Alan J. Foxman looks into his crystal ball and predicts authorities will focus on these key areas.

Kestra Financial’s James Poer offers advisors his three predictions for the new year.

Don’t be afraid to fuse this technology with the human side of the practice.