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.

Envestnet-Tamarac, a Chicago-based provider of integrated web-based portfolio and client management software for independent advisors, has entered into a strategic alliance with Salentica Inc., a provider of client relationship management and client reporting technology solutions for wealth managers

“Many banks are just going through the motions, tweeting about things that are irrelevant to their followers,” Ron Shevlin, an analyst with independent research firm Aite Group, writes in a recent report.

Asset managers are largely using social media to promote their brands, according to the latest research from Cerulli Associates.

Google Analytics is a fantastic free tool you can use to better understand your website and be more effective in your online marketing efforts. If your website strategy consists of “set it and forget it,” you are missing out on valuable opportunities to gain insight into your online impact.

A little more than a year after launching Retirement Ready, a retirement income program for its advisors, John Hancock Financial Network today announced the launch of a new iPad application and updates to the program.

Social media is all about building trust and reputation, and the latest Edelman Trust Barometer shows its relevance is on the rise. Are you still on the sidelines?

Here are five key things advisors should understand about the new mold-breaking Microsoft operating system.

With 20% of wealthy investors under age 55 planning to change their primary advisor in the next 12 months, tech enhancements may be the difference between acquiring or losing clients.

Some of the most surprising results from the 2012 Tech Survey came from a deeper dive into smartphone use patterns of our readers.