From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

While large brokerage firms pilot digital advice platforms, D.A. Davidson is holding back to see what works and doesn’t, says a top executive.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.

The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

Most clients interested in artificial intelligence-enhanced software are in the broker-dealer and RIA markets.

Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.

Companies need to be able to pivot, and tech infrastructure can't be a hindrance.

Common-sense advice for aspiring entrepreneurs, including: watch your pennies, live in the right places and choose your associates carefully.

Firms' cyber defenses are in SEC's crosshairs, and the commission is looking to tap an outside group to help police the RIA sector.

Edward Jones and Raymond James, among others, are steering clear.

Does the newest iteration of a favorite advisor tool stand up to scrutiny? Our tech columnist takes it for a test drive.

Advisors in today’s crowded field must stand out in order to grow their business. Here’s how to build a digital platform that will attract clients.

Readers are split over using Excel for financial planning. Some extol the simplicity of spreadsheets, others are firmly of the view that financial planning software is necessary for advisors to remain relevant.

As the fiduciary rule pressures firms to develop products and platforms, they must realize I.T. has a seat at the table in the decision process, says Putnam Investment's new chief technology officer.

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.

Fifth Third is using savings generated from closing more than 100 branches over the past year to expand its digital capabilities through a major IT hiring initiative.