Facebook, which is used by 85% of advisors that are using social media, is far and away the most widely-used application, followed by LinkedIn (56%), Twitter (44%), Google (34%) and YouTube (31%).

WealthEngine has introduced a platform that helps advisory firms locate and profile high-net-worth individuals.

Dodd-Frank and Basel III mandated stress testing will require substantial data management changes and investments by bank IT shops. Compliance experts say getting the data infrastructure in order now can go a long way toward easing pain in the future.

As a tool for advisors, Riskalyze is new to the scene. The original risk profiling product was meant for individual investors, but a professional version specifically for investment advisors was recently launched.

Advisors who have embraced social media as an important component of their marketing and service toolbox must monitor and manage the content they distribute. Social media archiving solutions bridge the gap between public social media platforms and the advisory practice.

Want to know whether a stock is a buy, sell, or hold? Investors and advisors can find out quickly by glancing at their iPhone.

Financial services compliance technology firm RegEd is offering clients a social media library containing pre-approved content, as well as a series of dictionaries, or lexicons, of words or phrases to support compliance.

One new aspect about the platform is that it incorporates a unified managed account structure.

Changes in the independent advisory industry, shifting demographics and advances in technology make the ability to communicate your value critical to your success, according to Tom Nally, president of TD Ameritrade Institutional.

A new mobile application from Peak Advisor Alliance aims to revolutionize the client-advisor relationship.

Blogger Craig Faulkner says he is tired of hearing people his age talk about how confusing all the new technology is. He is convinced that most advisors are more intimidated by the idea of technology than by the technology itself. Check out three tricks to help you get the jump on all of the new data, devices, and demands they make on your brain and your time.

Henderson Global Investors, is making access to its investment insights and perspectives mobile with the launch of an iPad application for investors and advisors.

For financial planners, social media is an important tool as they search for newer ways to generate leads, build personal relationships with clients and prospects, and grow a reputation as an influencer in financial services. However, many are still hesitant to jump aboard the social media bandwagon due to compliance regulations and lack of knowledge on how to begin.

New tools help advisors research investments and follow economic news. Here are a few top picks.

For a price, new data-mining services offer access to stunningly detailed personal information on clients and prospects.

Access to advisors and brokerage accounts is getting even easier for some investors.

Hands-on testing of the latest version of PNC's Virtual Wallet reveals some improvements and some lingering performance issues.

ICE is smaller but more profitable. The combined company would operate globally, in trading of equities, futures, options, credit-default swaps, and interest-rate products as well as clearing.

TD Ameritrade Institutional has expanded the integration of leading advisor customer relationship management technologies (CRM) with its open access network, Veo.