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.

Hashtags make it easier for advisors to stay on top of industry developments and contribute to larger conversations taking place.

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

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

Advisors who are successfully merging traditional with social marketing today are experiencing increased visibility, credibility, stronger brand recognition and more frequent conversions.

Social media has made email marketing even more powerful. Here's how to integrate these two marketing strategies.

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

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

Beyond using social media to draw attention to themselves, advisors can also use these social platforms to connect with journalists in-person.