The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.

The payments industry is driving fintech investment worldwide, influencing related disciplines such as data security and mobile banking.

The custodian's CTO Tim Heier said it has no intentions to sell the data or information it gathers.

As digital wealth management proliferates, firms are expected to challenge each other in more pointed, head-on comparisons of their services.

As the industry shifts in response to developments in the regulatory and technological space, what can advisers expect? Here are ten takeaways from a new Schwab study.

How the firm is investing in new ways for advisers to conduct all their business digitally.

A new pilot program will test whether clients will be drawn to a voice-controlled technology the retailer's customers know as Alexa.

Prosecutors served a warrant seeking names of employees who opened unauthorized accounts, as well as the bank’s fee structure and a calculation of losses suffered by affected customers.

It's a planner's worst nightmare. Here's what to do when client data is compromised by a cyberattack.

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

The firm's digital advice service, to be piloted in early 2017, is a bid to give RIAs unprecedented scale.

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

By leveraging new technology, advisers find new ways to reach their clients from across the globe, as well as here at home.

New regulatory demands force platform providers to either build additional capabilities or acquire successful companies, analysts say.

The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."

Changing the business model for younger clients starts with innovative technology and digital solutions combined with holistic, unbiased, guided advice.

Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.

Putting a disaster plan into effect to protect a practice and a home in Florida.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.