FINRA is weighing whether to drop a plan for a trade-surveillance system that has drawn sharp opposition from the brokers that fund the agency.

Introducing elderly clients to online performance reporting and budgeting tools can be a win-win for advisors and their clients.

One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.

"The bar of expectations among advisors has been raised by their experience with a best-in-class website," says the author of a new report in which advisors ranked fund managers.

Financial advisors of all stripes have to adapt to evolving technology and increasing competition from online brokerages and other investment firms. Automation tools can help.

Besides better plans, the personal financial portal of our planning software offers a number of benefits for clients.

"We're betting on financial advisors and personalized financial advice delivered by people," says RJFS President Scott Curtis.

Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.

Russell Investments' new app joins the growing crowd of firms offering financial advisors digital tools to explain investment concepts to their clients.

There are a number of steps traditional mutual funds and ETF providers can perform to take advantage of a surge in automated investing.

Total client assets for the wirehouse also rose to a record $2.047 trillion, edging it into the no. 1 spot past rival Merrill Lynch.

The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age.

While many banks prefer to be fast followers, RBC has a patent pending on mobile wallet technology. The goal is to secure a prominent place in customers' mobile wallets before it gets harder to do so.

How to find and understand the three website metrics advisors should care about.

The fast evolution of technology has many industry leaders trying to figure out whether robo advisors are a threat, a tool or something else entirely.

Once known just for CRM, the company has since built out a broader cloud-based suite of tools. Joel Bruckenstein checks out the new offering.

Wells Fargo's Mary Mack says advisors should embrace technology as the online retailer and companies like Apple and Uber have changed client expectations.

While financial institutions are apt to remain wary of the cryptocurrency and others like it, the industry is ready for more-controllable versions of its distributed-ledger technology, a new report argues.

As older clients start drawing down their wealth, the industry needs younger investors to ensure its future, says Janney Montgomery Scott CEO Timothy Scheve.