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.

Regulators at the SEC and FINRA are taking a hard look at how advisors and brokers are protecting digital systems. Here's how firms can respond.

Banks that don’t offer a compelling mobile experience run the risk of losing customers to a crop of mobile-first startups offering low fees, broad ATM networks and a wide array of advanced features.

The Internal Revenue Service has agreed to change its policy on identity theft and provide victims with copies of the fraudulent tax returns that have been filed under their names by scammers.

The human touch is still needed in the foreseeable future because advisors can approach complex situations with customized solutions, says one MIT professor.

A promising app from Finance Logix could help engage clients in the planning process. But there's one key aspect that may prove controversial.

New digital tools are paving the way for advisors to create hybrid services that will increase both reach and profitability. See a few of the newer options.

Guide Financial, which counted among its advisors Esther Stearns, former head of Nestwise -- a now-shuttered LPL venture aimed at middle-class clients -- is the latest technology provider to be acquired.

Self-directed investors gave a thumbs up to Charles Schwab, Vanguard, Fidelity and T. Rowe Price in a satisfaction survey of investment firms by J.D. Power. Some firms didn’t fare as well.

With a strategy to directly target institutional investors, Trizic, a digital wealth management technology startup, has attracted $3 million in seed funding.

As we step into the second quarter of this year, think about stepping out of your comfort zone to boost your business. Here are six suggestions to help you do that.