Advisors should embrace videos and infographics and think about how they're using social media.

Let wealth planning, CRM and portfolio rebalancing software do the grunt work.

"If you think you are going to get paid for what technology can do, think again."

The world’s largest asset manager is investing in technology in part to diversify revenue as investor money flows into passive.

Advisors should carefully manage implementation and expectations.

Jay Shah says digital platforms will be judged on the quality of advisors they keep.

BNY Mellon, DST Systems and State Street are among the firms recognized for their excellence and operational achievements.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

Check out these three-steps to broaden the firm’s reach from sea to shining sea.

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.

Most advisors don’t have required safeguards in place, one expert says.

Clients are already consuming products differently as a result of new technology, says TIAA Chief Digital Officer Scott Blandford.

State examiners are finding more shortcomings. At the same time, advisors face bulked-up regulators probing more aspects of their practices.

Eaton Vance, Morgan Stanley and Putnam executives want to learn how new technology can be leveraged.

AI and predictive analytics have key roles in the bank's plan to add automated advice and savings to mobile banking.

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

The key is thinking like a business owner and acting like a CEO, according to a new report.