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.'

As consumers increasingly transact through digital channels, the Ohio bank is expanding its newer branch concepts to include so-called smart ATMs in a bid to free staffers from managing a cash drawer.

If an advisor is offered 360% of trailing-12, this app will break down the details: how much is upfront and how much is doled out for various thresholds along the way. Plus, annual payout bonuses will be revealed.

At the group's national conference in Orlando, president Tom Nally announces several new initiatives aimed at helping advisors expand their businesses.

The Money Tree Total Planning Suite has been totally rewritten for the cloud. But does it have the flair some planners are looking for?

Without a steady stream of content to share on your social media platforms, the opportunity to connect and inspire your audience is gone. Here are some tools and tips to help you plan and share content without taking too much time out of your busy day.

Financial services firms' 2014 plans center on product lines, distribution capabilities and technology, according to a survey done by Cerulli Associates.

The CFP Board announced this week that it's shortening its CFP certification exam and transitioning to a computer-based testing platform.