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.

"Emails are a great way to share news but not a great way to have a conversation," a document management specialist tells advisors.

In client communications, wealth management professionals should be careful about using personal information and other data that could strike clients as "creepy," a new report finds.

From client interfaces to integration and digital signature, here's what's on tap at the four major RIA custodial firms.

In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success.

Michelle Smith explains the advantage of specializing in divorce planning.

Like a few other banks with similar initiatives, Wells Fargo is not counting on a financial return for its new accelerator program. Rather, it's looking for more intangible benefits.

Deutsche Bank has hired two executives to oversee technology and operations.

The Connecticut company was an early adopter of branch modernization, starting an effort four years ago that has led to the closure of underperforming locations, enhanced digital offerings and use of universal bankers.