Advisors are adopting new technologies to streamline processes and impress clients. But it's smart to have a backup plan in case the technology fails you, says solo advisor Dave Grant.

Twitter, Facebook, and LinkedIn conversations don't come easily to banks. Here's a look at a few common missteps made in financial services.

When using hashtags for business and thought leadership purposes, there are three best practices to keep in mind.

Online banking has passed a milestone in the U.S. — more than half of adults now use it, according to a report released Wednesday by Pew Research Center.

Solo advisor Dave Grant has been experimenting with Facebook ads for his recently launched practice. Here are some of the lessons he's learned.

Some technology challenges come even after you've made your software decisions. Recently, new soloist Dave Grant has been struggling with his CRM system.

Pershing's technology platform for advisors gets a far-reaching upgrade.

"Videos often get judged immediately by viewers, and let's be honest -- personal finance videos are not the coolest things to watch," says Dave Grant. Here are some tips to help improve your video marketing.

Questions about the future of online advice have intensified since Bloomberg LP, the multibillion-dollar data, information and media giant, said last week that it was shutting down its own online wealth management offering, BloombergBlack.

The new portfolio management and research tool is aimed at advisors in both Raymond James' employee and independent channels.

The group targeted companies that processed financial transactions and retailers that received and transmitted financial data.

Advisors have some more competition brewing in the still-nascent online planning world.

The Securities and Exchange Commission charged Trendon Shavers with defrauding investors of nearly $150,000 worth of bitcoins through Bitcoin Savings and Trust, an online investment scheme he ran, and of making false claims while soliciting investments online in 2011 and 2012.

Cloud computing vendors should be reaping a windfall from bank clients, if a recent report is a true indicator.

Two key factors come into play in order to improve your advisor website’s SEO: off-page SEO and on-page SEO. Off-page SEO refers to optimization strategies outside of your website’s design. The biggest element in off-page SEO is getting other quality websites to link back to your site. On page SEO consists of strategically placing your most important keywords within the content elements of your actual pages.

SIFMA's staged cyberattack Thursday was declared a success (at least by SIFMA). But experts say banks still need to put more defenses in place to protect their infrastructures.

A staged cyber assault meant to test banks' response to cyber threats took place Thursday from the middle of the morning to early in the afternoon.

Raymond James Financial, Inc. has partnered with social media sales platform provider Hearsay Social to help its advisors connect with clients and expand their practices.

Are you concerned about information technology security? So is Dave Grant. Check out some strategies he is using to assuage his fears.