The IBD's top technologist's question for firms seeking upgrades: Are you sure you understand how you want to go to market?

In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.

Advisers who still rely on spreadsheets run a real risk of becoming obsolete.

Advisers who still rely on spreadsheets run a real risk of becoming obsolete.

Using the right tools helps offer a good customer service, but there are other great benefits as well, says Klingman COO Michael Paley.

Using the right tools helps offer a good customer service, but there are other great benefits as well, says Klingman COO Michael Paley.

Backed by the considerable resources of Manulife Financial, Hancock wants to be a player in an altered IBD marketplace.

A scientist's lament: Too often there’s a disconnect between what a firm needs and what analytic tools actually deliver.

Adding new technology is more likely to be chosen as one of the most important factors to enhance profitability.

Why offering a human touch is easier with the newest wealth management technology.

Why offering a human touch is easier with the newest wealth management technology.

But firm leaders may have to change misperceptions and offer strategies to make the transition.

But firm leaders may have to change misperceptions and offer strategies to make the transition.

Insurers including Northwestern Mutual are seeking to gain more capabilities through technology platforms.

Steps firms can take to better serve advisers and become industry leaders.

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.

Automated advice can provide efficiency, but it is not going to be for every adviser, says LPL's chief information officer, Victor Fetter.

Social media is included in regulatory requirements.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.

Just about everyone in financial services wants to offer these retirement planning advice to wealthier boomers, but this firm rises to the top, says Tech Tools' columnist Joel Bruckenstein.