After his roller coaster ride with troubled RCS Capital-owned Cetera Financial Group, Steve Dunlap returns to his entrepreneurial roots.

Just when you thought all you had to worry about was Betterment.

By the end of 2015, Vanguard's Personal Advisor Services counted approximately $31 billion in total assets under management, the firm says, with $21 billion from new money.

Blog: Betterment Institutional's Tom Kimberly says robo advisors are changing the industry — but it’s clients who are driving the change.

The acquisition of Jemstep follows the steps of Invesco’s competitors to buy or build a digital platform.

The deal marks the first big bank client for FutureAdvisor since it was acquired by BlackRock last year.

The regulator's Office of Compliance Inspections and Examinations plans to beef-up focus on longstanding areas of concerns in the RIA and brokerage space.

Authentication methods meant to keep cybercriminals from taking over bank accounts can also lock out legitimate users.

A willingness to learn and adopt technology when it was still considered a fad helped John DiCiaccio refine ways to use it effectively in his practice.

Driving the adoption of data aggregation is the efficiency in automating the process of creating a complete, inclusive, holistic view of a client’s total financial position.

Analysts warn that banks should be careful about letting relationships with aggregators turn adversarial.

The regulator puts industry on notice that examiners will be looking for "visible actions" firms have taken to establish a client-first culture..

Fidelity’s David Canter takes a hard look at the most-important issues for independent RIAs in the coming year.

The executives decided to leverage their skills in their own areas of expertise.

The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.

A glimpse into the future? Almost half of survey respondents 55 to 64 say they never use social media. In contrast, 100% of advisors 24 and under use the tool.

There seems to be a disconnect between advisors’ tech goals and their tech behavior.

But our exclusive tech survey shows that CRM software isn’t being used to its potential.

Tech survey shows that 62.7% of advisors use it, up from about 50% in 2014 and 39.4% in 2013.