The firm aims to use the technology to reduce both manual tasks and risk.

H. Beck’s incoming president brings experience with her new firm’s earlier ownership structure and its custodian's platforms.

Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.

The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.

Tired of doing this manually, many turn to solutions that combine the two in one platform.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

Mobile apps beat out websites, but what’s on the horizon?

The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.

Don't be afraid of the transformation. Instead, embrace it as an opportunity to grow.

Technology has transformed the industry, but personal relationships are still crucial.

One New Year’s goal is to embrace leading-edge platforms.

Dec. 18: The proposed active offerings are set to debut in February.

Ensuring that any potential breach is identified and mitigated takes aggressive action.

Investing fees have fallen for the past few years and there may be no end in sight.

When choosing their next employer, advisors resist a digital downgrade.

Digital advice is vulnerable to bait-and-switch and choice manipulation schemes.

Advisors worried about securing client data should learn how banks are developing a protected space for internet activity.

The industry has resisted the SEC’s Consolidated Audit Trail surveillance system ― dubbed CAT ― in its current form based on cybersecurity concerns.

Broadridge Financial follows Invesco to the Canadian digital advice market.

The cryptocurrency attracts a generation that believes in the power of networks.