Diebold, best known as an ATM manufacturer, is rebranding and diversifying itself and promoting its consulting services on a popular banking topic: how to redefine branches as sales and service hubs.

'Our main objective is organic growth,' says Larry Roth, chief executive of Cetera Financial Group.

The Canadian bank's viral YouTube clip comes as the industry struggles to use social media effectively.

To meet rising client demand for digital services, Wells Fargo appointed Devon McConnell as its new head of Wells Fargo Advisors Digital to oversee development of the firm's mobile and online client platforms.

A new version of Oranj aims to help advisors be more strategic in the ways they run their businesses.

In response to online rivals, Mark Cortazzo created a passively managed portfolio service and offered it on the Web.

'I think an entry by Schwab may be more of a threat to established advisors by putting even more downward pressure on fees,' says Grant Easterbrook, Corporate Insight analyst.

Planners are facing another competitive attack. Previous threats made the profession stronger - will that happen this time?

Merrill Lynch has transitioned more than $100 billion onto its new platform, Merrill Lynch One, which executives say is the biggest technology upgrade in decades.

Community banks need to rethink their technology and marketing to ensure they are snagging a piece of the millennial generation. Big banks have the lead in reaching this demographic, but they are vulnerable, experts said.

Live online presentations can have a major impact on your ability to attract qualified prospects. Here’s how to get started.

Answering these four questions will help you develop a solid strategy so you can confidently engage prospective and current clients on social media.

Financial products and markets are so thoroughly intertwined that regulators need to take a more holistic approach than they have in the past.

Security experts say it's now crucial for advisors to understand that the fraud landscape has changed: Planners and their clients are both targets, and new federal rules (and custodians' policies) make advisors primarily responsible for fraud prevention. Advisors and other experts recommend a number of techniques for keeping clients safe.

After the first year of running his own RIA, an advisor reflects and offers some lessons learned.

New York is attracting financial technology startup companies and venture capitalists, who like the proximity to large banks. But watch out for London.

Some efforts at innovation just don’t pay off. But if you learn from them, you can make future initiatives more successful.

Sharing of best practices across IBDs to become standard for RCS' new Cetera network, says Adam Antoniades.