Google is no longer the only option for learning whether a client will be a good fit.

These themes and issues will come to the forefront for RIAs this year.

The finance website is looking to recruit planners for its new platform where investors can pose questions directly to financial advisors.

Banks need to rethink their purpose to serve its younger customers, many of whom are inundated with choices. Banks have a tremendous opportunity to win these overbanked customers if they can figure out a way to become the financial hub.

Salesforce says the crucial difference between its platform and similar, all-in-one offerings is that "it is a client-centric platform, not a product-centric one."

Eye and voice client verification is now affordable enough that the technology once considered science fiction could be an alternative to present-day password options.

Launching a client portal isn’t easy. There are several big choices to make first, including a few crucial business strategy considerations.

Financial Media Exchange has tons of bells and whistles and its low fees can’t be beat, writes columnist Joel Bruckenstein.

Wall Street cynicism permeated much of early robo advisor ads. But advisors’ increasing acceptance of advice tools and digital incumbents’ clear AUM gap are having an interesting effect.

With a proliferation of mobile devices, developers are offering tools that keep compliant records of all types of digital communications.

Too much of it is designed to sell products rather than to enable advisors to actually provide the guidance clients are seeking.

Cybercriminals and hackers are increasingly targeting people, and not just technology, in an attempt to breach financial institutions.

The FBI's fight with Apple over access to a locked iPhone could undermine software security for financial institutions and their technology vendors.

Studies on the digital advice space show investors may still want human interaction, but are increasingly becoming digital-first.

SEC officials warn many advisors and brokers have next to no cybersecurity policies in place, exposing them to data breaches and potential enforcement actions.

Studies on the digital advice space show investors may still want human interaction, but are increasingly becoming digital-first.

The Silicon Valley CEO's online post sought to address the rapid growth of the digital offerings of incumbents such as Schwab's Intelligent Portfolios.

The firm has launched a new online tool that it says will help advisors at partner banks and credit unions expand their relationships with clients.

Unlike other financial service providers such Schwab or Fidelity, Pershing will not be coming out with its own branded robo advice solution.