An obscure integrated platform product from a Canadian firm has features that U.S. RIAs may find particularly attractive, writes our Tech Tools columnist.

Banks are racing to incorporate new technology to fend off new entrants seeking to steal established firms’ customers.

If an advisor hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?

The wealthier the family, the trickier it can be to interpret their finances. A modern investment management platform can alleviate the need for manual number-crunching.

A longstanding obstacle is getting banks to recognize the opportunities in the wealth business, says Arthur Osman, executive vice president and institution service business consultant at LPL.

The bank's digital innovation chief has teams working with artificial intelligence to build a banking app you can talk to or text.

The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

Commission staffers are probing how broker-dealers are handling ETFs and the extent to which investors understand the risks of the funds.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.

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.