Technology that improves compliance, lending and payments by automating processes and relying on AI was spotlighted at Next Money and Finovate, two fintech conferences held in New York this week.

From hiring sprees to accelerating software launches, companies are gearing up for the significant expenses and changes wrought by the new regulation.

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.

Every firm's focus is on capturing a share of the predicted $7 trillion market by 2020.

Fund providers should consider digital platforms and outsourcing to reach more advisers, according to Nuveen's head of alternative strategies.

A focus on costs obscures any analysis of the benefits that new tools bring to one's practice.

Here are three important factors to take into consideration when breaking away.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Algorithms are based on pure math and cannot be biased. Right?

Low-cost, online managed accounts may become table stakes for wealth management firms.

A third of investors in a recent Fidelity survey said they would switch advisers if they weren't active technology users.

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

The fundamental nature of the social network is interaction and conversation — not the simple spouting of PR.

The wirehouse is also reorganizing how it deploys a number of product and service consultants and technology specialists.

Kavout and qplum claim their technology and founding teams set them apart from competition in the space.

Banks are creating tech to do chores previously performed by people in operations, wealth management, algorithmic trading and risk management.

Ways to interconnect technologies may be limitless. But advisers and advisory firms will demand more, as their clients demand more.

The claiming process has become more complex. Here's how these programs can cut through the clutter.