New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out.

As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.

"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts.

As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.

As the pace of cyberattacks increases, asset managers are taking a hard look at their cyber insurance coverage to make sure that it will cover them should they become a target.

Layout, compensation and training can make or break high-tech, high-concept branches, said bankers at BAI's Retail Delivery conference.

"The world has shifted from outbound to inbound marketing techniques," Craig Faulkner, founder of FMG Suite, says at Schwab Impact.

Worldwide, the number of people with $30 million or more to invest -- the kind of folks who would hire a family office -- rose 15.6% to 128,300 in 2013. See which firms manage the most assets.

Record crowd focuses on the future of financial advice.

The Financial Services Information Sharing and Analysis Center is calling attention to the security risks and potential fixes to a common practice: consumers handing over online banking credentials to financial advice sites.

The SEC has moved ahead with rules mandating that many advisors implement policies and procedures to help shield their clients' information from scammers.

"This is a head-on counterattack and is definitely making the [digital] space a lot more competitive," says William Trout, a senior analyst for Celent.

The startup's software could make basic planning available to a much broader audience than the industry currently serves.

But the asset allocation and rebalancing service will launch first for retail before rolling out to Schwab advisors.

Fending off cyber intrusions is becoming a cost of doing business, but when advisors find that their practice has been breached, they need to follow a plan for assessing the damage.

Advisors must take precautions to guard their business brands and personal reputations online. Here are some simple but important steps advisors should take now.

Financial advisors share their best social media practices. Which ones are you using?

There’s no one-size-fits all insurance policy against cybercrime, so you’ll need to look carefully at individual policies and how they fit your needs.

Here’s how advisors can get the most out of social media for their practices.