Advisory firms that truly seek to distinguish themselves as strong, sustainable businesses should be utilizing a business tool that already has saturated most other industries: the dashboard.

Regulators are paying increasing attention to cyberthreats facing financial institutions, but many bankers are only just beginning to notice.

Microsoft has teamed with federal law enforcement to disrupt the technology supporting a cybercrime ring that has drained funds from accounts at some of the nation's biggest banks.

An analysis of Microsoft's takedown of a cyber fraud ring that stole hundreds of millions of dollars from bank accounts brings to light the growing sophistication of malware and keylogger makers, who mostly manage to stay a step ahead of antivirus software designers and corporate security officers.

Two new services allow advisors to deliver online content to clients and prospects via social networks.

An Australian bank anticipates that IBM's Jeopardy-winning computer will help financial advisors provide quick yet valuable advice and some U.S. banks are ready to follow suit.

Thirty eight percent of fund firms across the country said that they will increase technology-related costs while a total of 17% of respondents said they expected no change in whether their firm's technology costs would rise or decline for the rest of this year.

Seeking a better way to share documents with wealthy clients, Exemplar Financial Network chose a Dropbox-like service with client-side encryption.

FINRA's social media spot check notification last week shouldn't come as a terrible surprise to the industry. The announcement underscores the need for firms to thoughtfully develop clear policies to supervise and manage usage, content and engagement.

Citi's social media guru Frank Eliason offers insights into how to pick social media partners, while consultants and lawyers share what's needed in any vendor relationship.

Deloitte's yearlong exile from New York's financial services consulting scene is harming the reputation of its financial technology consulting business, according to two executives in charge of tech operations at banks.

A strong majority of advisors (86%) said they had acquired more clients than they lost in 2012, according to a new advisor survey from Russell Investments, with nearly a half saying they had brought on more than 10 households. And 87% said they were "optimistic" about acquiring new clients in 2013.

With FINRA clearly stating its social media guidelines, the question many advisors are asking themselves is this: what do I do now? Luckily, there are three simple steps to avoiding regulatory fines and keeping your advisors actively online.

A targeted examination letter probes firms for detailed information on their social media use as the regulator grows more serious about enforcement.

The nation's biggest banks are steeling themselves for a simulated cyberattack that organizers say will feel like the real thing.

Summer is here, and with it, come vacation plans and time away from the office. Elite Advisor Ron Carson says it is also, as an advisor, the best opportunity to educate yourself, connect with peers, reflect on the first half of the year, and share ideas for future growth. Check out some of his favorite apps that have helped him along the way.

For advisors to get the most out of social media requires a strong consistent approach. Marie Swift, the Marketing Maven, offers these six handy strategies

You’ve set up a Twitter account and you know how to tweet, but how can you convert Twitter followers into prospects and then clients? Marie Swift, the Marketing Maven offers tips for Twitter power users.

The movement to integrate previously disconnected applications used on the advisor desktop grabs the “low hanging fruit” opportunity for efficiency – eliminating repeated manual entry of data, but Neal Ringquist says advisors are barely scratching the surface of opportunity.

Scottrade emerged as the top-rated firm in J.D. Power & Associates 2013 U.S. Self-Directed Investor Satisfaction Study, but overall investor satisfaction with self-directed firms declined from last year.