Watch this next year: Digital startups like Blooom may make interesting inroads into the DC space.

Software and apps can engage clients and make an advisor’s job easier.

Advisors are applying this familiar approach using new technology and strategies to deliver for their clients.

Tech dinosaurs will ultimately lose out to fleet-footed advisors who quickly embrace the latest innovations.

How a deeper understanding of your clients and what's important to them can lead to increased client retention and referrals.

Jittery markets this year proved the value of goals-based planning for advisors using new technologies and strategies to provide the service their clients want, say executives at wealth management firms.

What can RIAs do to prevent relatively minor technology hiccups from seriously disrupting their operations?

Robos can give ETF providers brand new channels to distribute products and access new investors, says Dodd Kittsley, head of ETF strategy and national accounts at Deutsche Asset & Wealth Management.

How should young advisors attract clients and build their business? Here are some tips from advisors of all ages.

The biggest challenge with new digital tools is getting people to adopt them and do things differently, says the vice president of technology at Cleary Gull, a Milwaukee-based wealth manager.

Client experience and advisory firm efficiency can be improved through this type of technology.

Client experience and advisory firm efficiency can be improved through this type of technology.

Fidelity has a new digital plan to work with advisors and is also developing a direct-to-consumer robo platform.

Chief executives from BofA and PNC raised concerns about the conduct of data aggregators and particularly how well they protect customer data.

The New York Department of Financial Services' letter indicating potential cyber rules are prompting concerns that the state's plans could lead to more stringent measures throughout the industry.

The Cybersecurity Information Sharing Act, which has advanced far on Capitol Hill, promises to help businesses and government thwart cybercriminal attacks. But privacy advocates say the bill would make misuse of consumer data even easier.

Robos don't have to be based on ETFs, says Naureen Hassan, head of Schwab's Intelligent Portfolios. "It can be mutual funds, individual securities -- whatever we want it to be, because it is a technology platform."

Advisors using digital advice tools must implement compliance best practices to help mitigate areas of risk that technology — like a double-edged sword — can both cause and combat.

You need to be collecting all of your client interactions in one centralized place. Only by integrating them with your CRM will you have an efficient singular view into your client relationship. But where do you start?