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.

Check out four big shifts that should have a significant impact on the financial advisory industry in the coming year.

Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015.

While traditional marketing is still necessary for financial planners who want to thrive and grow, content and credibility marketing with a digital twist are essential. Here are some ideas for advisors.

Use these practice management approaches to give yourself an edge over the competition and help you attract ideal clients for years to come.

Clients of advisors who custody with Fidelity will have free access to LearnVest's "financial wellness" educational content.

The 6,800-plus-square-foot office in Silicon Valley will allow the firm to serve its growing client base in the area, while also being near one of the country's top technology centers.

The industry regulator closes the comment period for its controversial data-reporting initiative as brokerage trade groups warn of privacy concerns and compliance costs.

As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.

Technological shifts happen quickly. The industry finally seems to have noticed.

Creative ways to measure the effectiveness of an advisor's online efforts.