Security and business continuity concerns must be addressed in service agreements when outsourcing tech operations to a third party.

A new, free app from T. Rowe Price gives advisors key market intelligence in a modern, scalable and user-friendly way.

"Make no doubt about it, we are not near a recession," says LPL chief investment officer Burt White.

To help improve their online presence, Fidelity announced two new offerings for advisors.

One goal is to fully automate LPL's roughly 20 million pages it uses each year and eliminate the experience of working in an office over-filled with files.

Almost all robo advisors were founded in 2009 or later and they have never seen a meaningful downturn in the financial markets. This is a major issue.

The algorithms, which can speed up financial processes by making millions of calculations faster than any human ever could, are not infallible.

“The changes we announced today makes the [robo] cost issue go away,” LPL Chairman and CEO Mark Casady tells Financial Planning.

Suggesting that the financial advice industry has evolved into robos, says former SEC Commissioner Steve Wallman, "is like saying the oceans have evolved into swimming pools."

Advisors' use of social media is on the rise. Here's how you can be both social and compliant.

The biggest financial firms simply have too many financial resources and technology know-how to allow upstarts to undermine what has become a core business and earnings stream.

By simplifying investments as much as possible, Acorns appeals to millennials who want to invest.

"While social media is new, the nexus between communication and leadership is not," says a social media branding expert.

New software aimed at helping advisors is coming into the market. But businesses of all sizes have budgets. Here are some tips for effectively implementing tech in your practice.

This time management technique plus these cool apps can help advisors improve productivity and make the most of their valuable time.

Digital-first firms gravitate toward a blogging website that has aired several heated industry debates, a markedly different approach from the cautious way traditional firms present themselves online.

The advisor agreed to a lifetime bar from the industry after a hacker who impersonated a client persuaded him to illegally transfer $160,000 of client funds.

An online platform designed to inform advisors about millennials is one of several approaches by fund providers to help better understand the new generation of investors as well as protect their offerings.

Regulators say that as threats continue to mount, they are expecting more formal policies and procedures from the firms they examine.

Only 22% of affluent investors say they are familiar with what a robo advisor is, according to a new poll.