Conversations with several star execs from the financial advisory sphere reveal insights and action steps that could help other advisors.

The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead.

Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Store’s top 5 financial apps. But is it because the app is well-designed or because of his celebrity status?

Contrary to so much that has been written and said about the rise of the machines and the demise of human financial advice, the need and demand for personal, face-to-face, human advice will remain. Here's why.

If you want to turn site visitors into clients, here are four things to keep in mind.

Wells Fargo's commitment to its branches stands out in an industry whose customers are shifting more of their banking activity to mobile devices and PCs.

As economic landscapes shift, RIAs are going to need to rethink the ways they charge clients and deliver service.

Young HNW investors are very comfortable with digital wealth management tools, and many don't even have (or seem to need) an advisor.

D+H will pay $1.25 billion in cash for Fundtech, which is based in New York. D+H and Fundtech have a combined 8,000 clients.

Everybody wants to lose weight, but who's got the time to exercise? The same problem exists in personal finance management.

Alternative financial service providers that sell prepaid cards, bill pay, check cashing and other services to underbanked consumers are becoming more sophisticated with the ways they mine customer data.

Outlook for the planners -- who were recruited with a promise that they would "not [be] required to sell" -- seems to depend on whether you talk to Northwestern Mutual or LearnVest.

Apple Pay, Samsung Pay and Google Wallet are among the mobile payment services vying for dominance. Here's what every banker needs to know to get a game plan in place.

Traditional firms must boost their digital wealth management tools or risk being overrun by those that already do.

More acquisitions are expected in the digital wealth management space as firms look to quickly add tech platforms and services.

Northwestern Mutual, the nation's second-largest life insurance company, is buying LearnVest, an online financial planning start-up founded in 2009.

During the planning process for a digital platform strategy, Fidelity says its partners and brokers asked why it couldn't just go buy eMoney Advisor instead.

By poaching Ruth Porat from Morgan Stanley, it's clear Google wants to forge closer relationships with banks. That's because banks hold the key to helping Google expand Google Wallet.

Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service.