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.

Advisory firms must be ready to deal with commonplace snafus as well as major disruptions.

Since its launch two years ago, Harvest Exchange has signed up 200,000 investors, nearly 25,000 advisors and over 7,000 investment firms.

Some may not want to get dressed, shaved and made up before meeting on camera.

Your firm can’t rise to the top by dragging its feet on tech offerings.

Some advisors have already found ways to harness client information for their practice in a very targeted fashion.

Opinion: The shortage of women among the progressive entrepreneurs and executives attempting to transform how consumers interact with money hampers the industry's ability to know its market.

Although some tensions remain, the animus and distrust that's characterized so much of the bank-technology startup dynamic has faded.

Digital offering assets at big firms will dwarf those of independent firms, Tiburon predicts.

A bad profile can be worse than not having one. Don’t be held back.

Share documents with clients and collaborate securely online through document vaults.

Such tools can help advisors more easily assess clients’ risk tolerance.