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.

While the cloud shift and mobile tools continue to dominate, a few newer patterns emerged at this year's T3 conference.

Advisors will be expected to keep records about the content they post on social sites just as they do with other materials on traditional channels, according to a senior commission attorney.

The planning network hooks up with Guide Financial to offer cash-flow software to clients.

Cybersecurity is an area of growing SEC concern and examiners will increasingly be expecting RIAs of all sizes to have in place more robust policies and procedures to deal with the growing threats to their information systems.

It's not just young investors with few resources who go online to research advisors. Even HNW individuals will check out your cyber bona fides.

It's not just young investors with few resources who go online to research advisors. Even HNW individuals will check out your cyber bona fides.

Now that financial regulators have finalized rules on social media interaction, firms like ING are, slowly and cautiously, beginning to let advisors experiment with social networks.

Clients and their children are increasingly shifting their lives online, but without realizing the potential dangers to their digital assets.

Esther Stearns is working with financial software maker Guide Financial in its quest to "carry the NestWise torch."