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.

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.