Umpqua CEO Raymond Davis expects banks to focus on customer service and building smaller branches in the years to come.

Hackers backed by China's military appear to have resumed a campaign of cyberattacks on U.S. businesses. The targets, which in previous attacks included financial firms, are thought to remain the same.

A great wealth transfer may indeed be looming, but advisory firm executives are still focusing their creative energy on their boomer (and older) clients.

Fidelity Investments has rolled out a smartphone application for NetBenefits 401(k) plan participants.

Using social media is clearly possible -- some advisors have had great success with it -- and there’s no doubt that compliance is in some ways getting easier. Yet compliance is still widely regarded as a major hurdle.

How will you scale your practice? What's the secret to retaining Gen Y employees? What's the best way to network? For three days, advisors and industry experts descended on Las Vegas for the semi-annual National Association of Personal Financial Advisors conference to discuss these topics and many others. Check out some of the best things we heard.

Technology innovations are critical for advisors to remain on the cutting edge and retain the next generation of clients.

Want a technology investment with a real payoff? Steer clear of hot Internet stocks. Instead, make a technology investment in your own practice.

Which financial institutions "get" LinkedIn? Jennifer Grazel, the social media network’s global head of category development - financial services, offers up several examples.

The platform, eSavant Advisor, which was introduced Monday, caters to clients with at least $50,000 in investable assets.

Twitter just turned seven, Facebook nine and LinkedIn 10. That’s old in Internet years. So what’s taking the finance industry so long to join the party?

For all the hype surrounding social media sites as the next great marketing channel for advisors, a panel of industry leaders warned that the jury is still out on what role tools like Facebook and Twitter will ultimately play in financial-services firms.

The Chicago-based platform provider and outsourcing firm unveiled Envestnet Intelligence, a new content and analytic offering for advisors at its annual Advisor Summit conference in Chicago.

When you think about apps that help you as a financial professional, your first thought may be about tools like stock market apps. These are useful, but not life-changing. Blogger Craig Faulkner offers three apps that will help every advisor build a stronger practice.

Putnam Investments has some advice on what not to say on Twitter to avoid regulatory scrutiny.

The human side of financial planning has been somewhat overlooked among some advisors who have tended to limit their interactions with clients to providing financial advice. The high-touch approach could become a "growing market niche" for advisors.

Riskalyze Pro's risk-assessment and portfolio-construction tools aim to help you keep clients from buying high and selling low.

Software makers Geezeo and Access Softek are teaming to offer money management tools that banks can deliver to customers via smartphones and other mobile devices.

Schwab’s CEO Walt Bettinger sent clients a letter apologizing for the inconvenience caused by the company’s website outage Tuesday.

Fidelity Investments has rolled out a Windows Phone 8 brokerage app for Windows Phone users to help them manage their investments on the go.