The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.

MarketRiders is the latest digital platform aimed at a specific minority investor community.

Advisers can stay connected in a meaningful way and still automate how they communicate.

Use this as an opportunity to target potential clients and address specific niches.

If employees are not properly trained, no amount of spending can prevent a breach, according to cybersecurity expert Jonathan Hard.

Embracing fiduciary standards, managing client risk and integrating technology are essential steps for every RIA to undertake.

In a nod that digital advice is here to stay, the agency updates its directions on how to ensure compliance, along with tips for evaluating the growing number of services.

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.