Here are five tips to help advisory firms comply with and go beyond SEC email requirements.

The American Bankers Association, which initially opposed ".bank" domain names on the Web, is now promoting them as a way to enhance security amid growing cyber risk concerns.

Without a security plan in place, financial affairs can become a mess if a client dies or becomes incapacitated.

Wealthfront can become the "leader in a new emerging market" if it focuses on millennials the way Charles Schwab zeroed in on Baby Boomers, says CEO Adam Nash.

With cybertheft rampant and regulators keeping watch, financial advisors must help secure their clients' data.

Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.

The third edition of Redtail's highly popular CRM application seems destined to help the company hold its leading position.

FINRA has issued a long-awaited regulatory notice outlining the proposal for a controversial data-sharing system known as CARDS, asking for comments from the industry and other stakeholders.

Rather than fighting off digital competition, RIAs should bet on Betterment's "robo advisor" technology, says industry veteran Steve Lockshin.

In which the author takes a pair of popular assessments and finds he’s not as daring as he thought he was.

New online advisory services are turning up the heat for advisors. Know how to arm yourself.

The broker-dealer giant has acquired a 51% interest in electronic services firm Docupace Technologies.

"We want to focus on what advisors can do to prepare for the next generation or two," says NAPFA chair Robert Gerstemeier.

TD Ameritrade's online hub will offer information and action alerts to advisors as lawmakers and regulators weigh hot-button issues.

Less than 1% of young people say they want financial services providers to contact them through social media, according to new research by BNY Mellon.

While Envestnet is a leader in turnkey platform services for advisors, observers say the company still faces a host of challenges and needs someone whom RIAs can relate to in the trenches.

"Our industry is at the early stages of disruption by robo advisors. It's not a question of if this will happen but when and how much," says planner and industry consultant Deborah Fox. Here are three upgrades advisors need now.

For some advisors, a virtual office model offers advantages other than a reduction in costs.

Achieving these three goals can help advisors meet their firms' ultimate growth objectives, an online marketing exec tells advisors.