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.

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

Wealthfront, an online financial advisory firm, is in talks to raise about $30 million in a round of financing led by Index Ventures, according to people familiar with the situation.

Xerox is repurposing its Safe Courier app, which lets people scan and send financial documents like loan applications and tax paperwork on their smartphones, for the financial services industry.

Reluctant advisors are advised to get over their reservations and start extending their marketing efforts to social.

Caveats aside, advisors can use social media to boost their business and build stronger relationships with clients.

Heavily discounted, online rivals are challenging the planning profession's right to exist. Here's how to fight back.

Big Blue is trying to combine the products of several security-tech companies it has bought in recent years into a fraud detection system that compliance-minded banks want to buy. The challenges facing the vendor and its clients overlap considerably.

Bankers should view complaints on sites like Facebook and Twitter as an opportunity to publicly score points with customers.

Citi Private Bank has quietly overhauled its app for customers with at least $25 million in net worth in recent weeks.

DataPak will enable financial institutions to infuse customer data from their wealth management or brokerage operations into their core systems.

Make the most of your LinkedIn profile by making sure your social media strategies are the strongest they can be. Here are tips collected from several industry experts.