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?

Challenges to social media protocols by employees fired for violating them are succeeding with increasing frequency.

The more your home page talks about prospects, the more they will want to explore. So stop talking about yourself and talk about what your clients are interested in – themselves and their special needs.

The rise of mobile banking is starting to impact branch staffing levels. At the same time, new jobs are being created in branches and on digital banking teams.

The key to winning millennial clients is to provide more for less—constantly. Here are a few ideas.

These days, many people declare themselves experts in social media and will try to sell you seminars, training, and coaching services. Should you use them?

Some planners have implemented online capabilities to serve an increasingly tech-hungry public. But how much tech is enough – and does too much get in the way of good planning?

As a startup planner, I find I need to try new lines of business. My recently launched video series recently got its first customer.

Having a fully completed profile makes you visible, giving you the opportunity to leverage your network and engage with those who matter most to your professional development and business growth.

At the Schwab Impact conference this week, four growth experts discussed how advisors can overcome these obstacles -- offering a mix of high-tech and high-touch solutions.

The use of social media within an advisory practice has been the subject of much debate within the industry, but one of the most common arguments for advisors limiting or altogether barring sites like Facebook and YouTube within the firm -- compliance -- might be dramatically overstated.

The new model has to be able to serve clients "any time, any place and anyhow," said Bernie Clark, the head of Schwab Advisor Services at the financial service giant's annual Impact conference in Washington, D.C.