The president used his annual speech before Congress to defend Dodd-Frank while pleading that lawmakers pass cybersecurity legislation.

In the digital age, advisors are prime victims for attackers seeking pertinent information. Here are some preventative tips to fend off cyber-attacks.

Social media sounded like a terrible idea to me at first. Here's how I came around.

Even the wealthiest clients are happy when their advisors uncover extra cash for them. Here’s how to do it.

Today's advisors must have a robust and engaging digital presence. Here are some tips to help you bring your business into the 21st century.

Lately, banks have been testing video tellers and high-tech mini-branches, figuring that these alternatives to full-fledged branches can increase efficiencies and cut costs while preserving the human interaction customers still desire.

Advisors in the Midwest and on the West Coast noticed information from their accounts on Pastebin, a website notoriously used for posting hacked or leaked information.

The breach illustrates the danger posed when just one employee has unauthorized or unsecured access to sensitive information, as well as the ongoing threat to financial institutions from insider theft.

The event reminds firms, advisors and clients of the ever-evolving threat of data breaches. Here's what advisors should do.

Morgan Stanley fired an employee it said stole data, including account numbers, for as many as 350,000 wealth management clients and posted some of the information online.

Bank wealth management has been on a tear, but pressures such as recruiting and robos threaten to the slow down the momentum. Here’s how banks are fighting back.

Banks need more advisors and have the business to support a bigger headcount, but many are too busy chasing only the best producers, leaving them in a Catch-22 where they can’t staff up enough to see real growth.

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.

A new version, called EMXpro, offers updated design and deeper planning options, and fixes earlier shortfalls in functionality.

Profitability and control still rank high on the list of reasons advisors go independent, but the ability to have new and better systems – especially software – also plays a compelling part.

Digital tools are one thing, Dave Grant says -- but he has grave doubts about the future of totally remote financial planning relationships.

ATM company Diebold has put together a mini-branch prototype that features artificial intelligence, voice recognition and video tellers.

The CFP Board’s first computer-based exam attracted over 2,100 applicants.