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.

Wealth management is “significantly behind” other industries in adopting emerging mobile technology to interact with clients, according to Darrin Courtney, research director for Boston-based CEB TowerGroup. How can advisors change this trend?

To help financial services firms adhere to corporate and regulatory standards when it comes to social media communciations, Actiance unveiled review and approval capabilities to its Socialite social-media management program.

What impact can "Promoted Tweets" have on your website? One advisor was brave enough to test the waters.

JPMorgan Chase's and U.S. Trust's mobile apps for high-net-worth individuals shared the top ranking among U.S. firms in a report published Monday by MyPrivateBanking Research.

It may be difficult to resist, but responding to emotionally charged emails instead of initiating a verbal discussion can be a slippery slope. Not only can it harm relationships, it tends to be a distraction from what really matters write Dave Grant.

With choices like Salesforce, Junxure, Redtail and more available in the marketplace, selecting the right CRM can be difficult. Dave Grant weighed a lot of options and considered many factors when he made his decision.

Keeping track of your firm’s marketing metrics allow you to work smarter - not harder.

As regulators step up social media oversight, it will help advisors to spot the common danger zones that can trip them up as they engage on social media. Here’s what you should watch out for, and how to stay compliant.

Facebook ad campaigns offer users a lot of data, but what you do with that data is up to you. Dave Grant said he learned some important things from his first experience using Facebook ads and that gave him some ideas about what to change going forward.