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.

One of the most challenging things advisor Dave Grant faced when setting up his RIA was deciding on a CRM system.

At first, using social may take a bit longer as you get comfortable, but once you master the tool it will become second nature and will likely become your most powerful marketing and client engagement tool.

For United Capital's newest advisor, it was the tools that closed the deal.

The largest U.S. banks are pushing back against the Fed's ambitious vision to build a ubiquitous electronic retail payments network that would move money far faster than banks do today.

Deutsche Bank AG, Europe’s biggest investment bank by revenue, barred multi-party chat rooms at its fixed-income and currency trading businesses as regulators continued punishing banks for alleged rate-rigging.

Some advisors question the time, energy and creativity involved in blogging, but here are some ways it's helping solo advisor Dave Grant's practice.

Among the BIG Trends identified in Financial Planning's latest Tech Survey: movement toward the cloud, better B-D technology & shifts in CRM, portfolio and rebalancing software. Here's the full report.

The survey data 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.

What do your rivals think are the best picks for CRM, planning software, rebalancing, social media and more?