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."

The Pittsburgh bank announced Monday it is using invoicing services from Bill.com, enabling it to turbocharge the cash flow tools it offers small businesses. PNC's investment is part of a nascent trend of banks stepping up their digital offerings for the customer segment.

A digital presence is now mere table stakes. What you really need is a way to upgrade your social media strategy. Start with these tips.

LinkedIn will not solve all of a financial advisor's marketing challenges, but it provides another arrow in his or her quiver.

New “article” pins allow users to share more than just photos and advisors should pay attention.

SunTrust SummitView allows customers to integrate financial information in one place and test scenarios that can impact their financial plans.

There are plenty of reasons why small banks may be reluctant to amp up their social media presence. But the past week's bad weather illustrates how these platforms can provide areal value-add.

LPL Financial is positioning itself as a simplifying agent for advisors facing a stream of new technological innovation.

A prominent provider of custodial services to RIA firms takes a big step to upgrade its core technology platform.

A Laserfiche study finds better content management can improve firms' sale valuations by between $242K and $3.6M.

The highest-performing firms identified in Fidelity's RIA benchmarking study focused on 'smart technology and adoption versus chasing the latest and greatest tech products.'