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.

Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.

This type of software had the biggest influence on ROI, according to our tech survey.

"The run-of-the-mill robo isn't going to attract investments anymore," says Alois Pirker, research director for Aite Group's Wealth Management practice.

The trends to watch next year in automated advice.

Emerging technology uses facial imaging to assess clients’ true feelings.

Surprising results from our annual Tech Survey shed light on this new breed of digital-centric advisors and the edge they have over their less tech-savvy counterparts.

Wealth management is becoming a tale of tech haves and have nots. Don’t be left behind.

When advisors are uncertain where to begin, colleagues and even relatives can help.

An online presence can help build an advisory firm but can hurt a reputation if overused.