Exclusive: CEO Adam Nash says his firm has no plans to diversify into a business-to-business model.

It's not about social media, it's about being visible when the prospective client has a goal or a need you can help with, says author David Meerman Scott.

United Capital plans for a white label version of its financial life management platform and the firm will be announcing an acquisition of a robo solution in the fourth quarter.

Commentary: The first wave of robo advisors went too far in denying any impact from volatility – which is just plain incredible, writes Daniel Satchkov, president of risk modeling firm RiXtrema.

Viewership and engagement is not evenly distributed. Being online doesn't mean clients will see the content.

Market volatility is a special challenge for all fintech companies that connect consumers with digital products: how to handle a highly emotional event with a product that doesn't specialize in human interaction.

Celent says "advisors and firms have no choice [but] to continue to adapt to client demands, which is increasingly a digital delivery."

Millennial job seekers want companies that offer employees the latest tech tools. But are IT departments prepared for these hyper-connected workers?

Chief Executive Bill Harris says data alone is not enough for financial advice.

Commentary: SigFig's data compiled after the August correction shows that 27% more investors panicked that week than they did in October 2014.

Robo advisor seeks to add a piece of the $4.6 trillion market to its business.

Few banks consistently earn more than four stars in the Apple and Google App Stores. The rare high performers listen to users and pioneer new features.

The independent Fidelity division can never be the same without its founder, but could still grow into a juggernaut, some planners say.

Some university FinTech enthusiasts are former employees of traditional financial services firms who seek to disrupt their former employers' wealth management, lending, payments and other businesses.

Developed first for consumers, Abby Schneiderman's Everplans offers an app for advisors seeking digital estate planning capabilities.

Edmond Walters's departure takes Fidelity by surprise, and throws plans for eMoney Advisor Summit next month into disarray.

Raymond James' Scott Curtis acknowledges technology is changing the industry, but says it cannot delete the human value in the art of investment advice.

Advisors will soon have clients with negative net worth and clients worth seven-figures, and they'll need to have a command of both data sets, says Quovo CEO Lowell Putnam.

As boomers start spending down their portfolios, planners need a new way to stand out.

Industry arguments against the DoL’s fiduciary rule proposal do not consider the digital revolution in financial advice.