Using digital tools to gather financials earned planners an average $2,000 in additional revenues per client, according to a survey.

It’s important for all advice firms to have an information security strategy in place that safeguards company and client data wherever it resides.

It will cost you, but the right team can help you define your business and get your message to qualified potential clients.

AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.

Finhabits is billed as the industry's first bilingual digital platform.

With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.

Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."

Brokerage chief Jim Weddle balks at offering automated advice as it would be "an alternative to working with our financial advisers."

Some have already seen strong returns, with the top five posting more than 20% over the past year.

The nation's largest IBD vows to take a “proactive approach” to the fiduciary rule.

After investing millions in new platforms and preparing thousands of advisers, executives say they've come too far to reverse course.

Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.

To survive, planners must be willing to change in these five areas, according to the popular industry expert.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.

Who’s responsible for a digital problem caused by a third-party program? Not the vendor.

Why advisers need to pay close attention to technology vendor contracts.

‘Hey, you, get off of my cloud.’ What wealth managers should know about the risk-reward of cybersecurity.

Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.