'Demands for digital capabilities know no boundaries when it comes to age, wealth, or geography,' says Capgemini's Jean Lassignardie

The United States Court of Appeals has confirmed BancorpSouth's lack of liability in an online banking fraud case, and even granted that the bank may seek to recover attorneys' fees from the victim.

As global wealth grows and client expectations rise, wealth managers need to develop sophisticated capabilities at once, a BCG report finds.

The new platform is an extension of PNC’s Wealth Insight platform, which the bank rolled out to high-net-worth clients in 2011 to wide acclaim.

Fidelity's new Office of the Future complex highlights the tech trends most likely to shake up your workspace.

Advisor rating site BrightScope's first list of the country's "most social" advisors is met with some head-shaking by planners.

Here's a snapshot of the best ideas to come out of this year's conference.

Using new technology from Salesforce, the Boston bank is arming staffers with real-time customer data in a bid to increase wallet share, speed up decisions and help it handle problems quickly and efficiently.

So-called robo advisors are shaking up the wealth management industry, but they can't replicate the human touch of actual advisors.

Social media isn't verboten, but it's crucial that planners know the rules.

Financial advisors: Here's how to get a baseline reading of your own firm's practices.

SunTrust (STI) has opened a downtown Atlanta branch to test new bank technology concepts that could be used in other SunTrust branches nationwide.

When it comes to technology, advisors need to focus less on increasing efficiency and more on engaging clients.

A standalone application, Pocket Risk, helps advisors gauge clients’ risk aversion and anticipate behavior during downturns.

New software is helping wealth management firms like Morgan Stanley and Raymond James put the ''social" in their advisors' networking.

Every client-facing industry has embraced social media with both arms -- except wealth management. Advisors and firms need to catch up.

Advisors can now get help complying with SEC and FINRA social media requirements through a new program rolled out by LinkedIn.

Here are three steps you can take to leverage the power of LinkedIn to produce leads and grow your practice.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.