Clients can use social media to effortlessly endorse and recommend their investment advisors. Here's what advisors must understand about client testimonials on social media.

How do I balance my personal and professional life online? This is a common social media strategy question among advisors, but it's time to remove the divide.

Adding to the information services Morningstar offers to financial advisors, the company has acquired ByAllAccounts, a firm that provides data aggregation technology for financial applications.

As regulatory scrutiny intensifies, advisors must design and support policies and processes to avoid compliance missteps. New technology tools can help.

There are a number of social media mistakes that can trip advisors up. Get these details right to boost your social presence and see your content shared further.

An organization calling itself Anonymous Ukraine has boasted of a huge theft of American debit and credit cards. Many of the card records are old, and some appear to be from earlier breaches. However, the claims have to be taken seriously, investigators say.

There are a number of social media mistakes that can trip advisors up. Get these details right to boost your social presence and see your content shared further.

Beset by a graying workforce, an aging clientele and a shortage of young talent, the wealth management industry is at long last changing course.

A graying workforce. A homogenous culture. New technologies. With its future at stake, the wealth management industry is finally confronting its many challenges.

As modern life increasingly moves online, wealthy clients' assets face a range of cyber threats and advisors are in a unique position to help protect them.

As modern life increasingly moves online, wealthy clients' assets face a range of cyber threats and advisors are in a unique position to help protect them.

The wealth management needs of highly successful technology entrepreneurs and innovators are different from other high-net-worth clients. Some are counterintuitive. Here's what advisors need to know.

The wealth management needs of highly successful technology entrepreneurs and innovators are different from other high-net-worth clients. Some are counterintuitive. Here's what advisors need to know.

The constant monitoring is helping the bank keep tabs on customers' likes and dislikes — and stay on top of complaints.

For investment advisors with a small pool of clients, the threat of a cyber attack that could compromise investors' personal identifying information is especially acute, says one IT expert.

More banks are deciding to invest millions in mobile banking, video tellers and core-processing upgrades after avoiding capital spending for a long time. They says it's a good move for the long term, but some will take heat from investors and other critics in the short run.

Often overlooked, advisors need to help their clients keep records of their digital assets.

Nearly 150 million U.S. adults are expected to be banking on their mobile devices by 2018, and lenders can roll out the red carpet with user-friendly apps and modernized branches.

Envestnet has increased its value fivefold since going public. Buyers may take notice.