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.

Can FlexScore provide a "hand-on-your-shoulder" experience online by focusing on a client's life, rather than investment strategy?

How to score big with business-owning clients and prospects.

Voices: Sometimes ‘intimidating’ but valuable ways to boost referrals find new prospects and build stronger relationships with current clients.

Totum Wealth says its new platform can analyze risk while also creating a custom portfolio. Our tech communist gives it a try.

Despite the rise of digital banking, most people still look to physical channels when opening accounts. That's partly due to consumer preference, but banks have a long way to go to make the digital sales experience smooth.

Voices: Big data is not data for data’s sake. But it is a tool to magnify value for clients — and a more efficient and effective way to work.

A rough economy, regulation and evolving technology will keep forcing small banks to merge, said Richard Hunt, head of the Consumer Bankers Association. Hunt's position puts him at odds with bank advocates, including Camden Fine at the Independent Community Bankers of America, who believe small banks should ignore the drumbeat calling for more consolidation.

Avoid jumping the gun for the latest and greatest in tech, particularly products pitched for fixing back-office operations.

T3 Conference attendees wondered about the implications of even more sophisticated digital advice platforms entering the market.

Critics suggest questionnaire-driven automated advice can't completely address client risk tolerance, but technology firms say transparency is the solution.

Voices: Mariner Wealth's Brian Leitner says there are key steps to take to ensure your practice actually benefits from the new (and costly) tech tools you want to implement.

Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."

Growth doesn’t have to end because a company has decided it’s time to pay a dividend.

Good compliance management software means no more overlooked emails, or documents gathering dust in filing cabinets, says BasisCode Compliance CEO.

Should advisors fear digital wealth management incarnations like Vanguard Personal Advisory Services?

The new 401(k) platform officially launched with a group of 50 employer-clients, after spending the last quarter of 2015 building its automated investment advisory service for employers.

Naureen Hassan, who oversaw Charles Schwab's Intelligent Portfolios Service, will lead Morgan Stanley's strategy for digital tools and platforms.