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.

Planners will have control over the service, which will not be available directly to clients, according to the firm.

The long-running feud between banks and fintech companies over screen scraping is morphing into a more nuanced and important conversation about how to exchange consumers' financial data securely and fairly.

You have a strong onboarding process and the consultation went well, but the prospect has disappeared. What went wrong? Possibly one of these five marketing pitfalls.

Too much growth has led to a slowdown in business efficiencies. Smart firms need to fix their operating models.

Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.

A consortium of fintech companies have formed a new industry group to advocate for better data sharing via open APIs.

Advisers have been warned: SEC's exam guidance to focus on cyber threats and issues involving seniors, leaving little excuse for noncompliance.

Nearly half of U.S. clients would switch to tech giants for advisory services, according to a new study.

Technology is getting faster and smarter. Luckily, advisers have a natural-born defense — but first must learn how to use it.

Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

From fiduciary to robos to marketing: A close look at advisers’ top concerns and how their budgets have changed year-over-year, from TD Ameritrade’s annual survey.