Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.

The regulator plans to ramp up scrutiny of bad brokers and electronic communications, among other new measures.

That's just one solution among several that will help prepare your firm for success now and in the future, columnist Bob Veres says.

Advisers will create strategies and communicate the advice. Software will handle the execution and maintenance of the strategies.

High-value targets include client names and account numbers. Protecting the information can also protect an advisory practice from regulatory penalties.

The expansion of hybrid platforms and bank digital advice promises big changes and fierce competition in automated wealth management.

New call analysis technology can dissect a conversation and actually flag if a representative is using throwaway words such as "like" or "um" too often.

Wealth managers can do better than rely on 30-year-old software to deliver financial data to their clients.

Banks are slowly migrating budgeting capabilities to mobile offerings.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

Proprietary software allows one Bay Area firm to offer homebuyers loans and advice.

These programs can help advisers cut through the confusion to help clients.

The regulator said "significant deficiencies" affected hundreds of millions of records.

A new hybrid robo from Schwab touches off debate about the level of advice delivered by phone and changes in the profession brought by digitization.

Advisers using the custodian's institutional robo platform say they have found ways to make it benefit their practice and helped them rethink the services they offer.

Advisers aren't being eliminated. But they should understand the trends transforming the industry.

With cybercrime an increasing threat to small financial firms, it’s important to have a comprehensive defensive program in place.

From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.

Some advisers expressed concern about the custodian now competing for the same clients they were courting with the institutional version of Schwab's robo.

Though popular, the low cost model in digital advice is unsustainable, analysts maintain.