RIAs Barry Ritholtz, CIO of Ritholz Wealth Management and David Lyon, CEO of Main Street Financial and Oranj say they've incorporated digital tools into their business models -- partly at the behest of their clients.

Complacency is the latest threat facing federal employees.

A new Fifth Third social media campaign offers recent college graduates free one-on-one career counseling. The initiative is part of a trend of banks allocating marketing dollars to unusual perks and charitable giving to differentiate their brands.

Wells Fargo Advisors hopes to have 5,000 out of its 15,000-plus advisors using social media tools next year.

Two brothers are behind Webo, which is designed to be a robo that emulates WordPress -- free for any advisor to use and simple to customize.

Wealthfront CEO Adam Nash says “Silicon Valley optimism” will help reimagine and redefine financial services.

At SourceMedia's Digital Banking Summit, numerous bankers spoke passionately about the need for financial institutions to create intuitive digital-money experiences.

As marketplace lenders, robo-advisers and other startups nibble away at the profitable, customer-facing parts of banking, executives at last week's Digital Banking Summit discussed how banks can defend against "unbundling."

A call to improve customers' digital-banking experience was the top theme during SourceMedia's Digital Banking Summit. Banks should imitate the Apples and Googles of the world, not each other, experts said.

The robo wave is forcing flesh and blood advisors to improve their digital presence and that has fintech companies like Oranj rushing to fill the void.

What do you really need in your software toolkit when going independent and what types of technology can wait?

Still a work in progress, the product will be less "robo" and more expensive than some of its competitors' offerings.

Pershing will give advisors digital tools; Capitol One gets in the game with a hybrid robo plan.

The advisor business has evolved to meet industry innovations and will continue to do so, even with the advance of automated investment advisories.

Children still like paper statements, but Mom and Dad's reliance on plastic has meant less loose change ending up in the piggy bank. Mobile banking is hot, but peer-to-peer payments are off to a bit of a slow start.

TPMs have made technology a key priority as they look to help banks and credit unions—and their advisors—connect with clients who rarely visit local branches.

As robo advisor firms rush to offer customers rock bottom fees, some fintech players say this business model is unsustainable unless companies scale up, acquire massive AUM or offer premium features.

With a combination of the proper technology and the best practices for sharing relevant content, advisors can easily build their business network.

Advisors should work with robos, not against them, industry leaders say. Pershing announced at its annual conference that it is joining the list of established financial firms adding digital tools and services.

The term robo advisor is too broad to describe some of the new wave of digital wealth management companies, tech observers say.