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.

Some tips for amplifying social media efforts to provide you with the maximum benefit.

Bill Harris shook up the financial services industry as CEO of both Intuit and PayPal. Now he's got his eye on financial advisors.

Valley National Bank in Wayne, N.J., is joining the trend toward self-service banking with a plan to upgrade the technology at most of its 204 branches over the next five years.

Employing technology in strategic ways can free planners to spend more time communicating and less time fretting.

Gerber Kawasaki wants its 2,700 clients - and every prospect - to communicate with one another.

How do you want to improve your practice in the new year? Financial advisors (and the consultants who work with them) voice the top resolutions for 2014.

If you have a strong profile, are comfortable with using the search function to send invitations and get referrals, you might be ready for the next challenge. Here are five tips to turbo-charge your use of LinkedIn.

The New York-based platform outsourcer and service provider for large wealth management firms is beefing up its business development team, vowing to become much more aggressive in going after new clients.

Reliance on branches has declined as people conduct more business through digital channels such as online and mobile banking, pushing community banks to take a harder look at digital offerings.

The Federal Financial Institutions Examination Council on Wednesday issued final guidance aimed at helping, banks, credit unions and other financial institutions manage risks related to social media.

Data from this year's Financial Planning Tech Survey tells us what's been going on this past year, but it doesn't tell you what's going to happen next year. Here are a few modest technology predictions for 2014.