It is vitally important to give clients a technology experience that communicates your message, extends your brand, and makes your firm easy to access, according to Jon Reiners of Orion.

The CFP Board has redesigned two of its websites to enhance navigational features and functionality across different mobile platforms.

Social media is great for marketing. For customer authentication, not so much.

LinkedIn rolled out a new profile design to all current users, featuring a more simplified look and feel, deeper insights into the strength of your profile, and new ways to build connections and foster relationships. What does this mean for you and how can you leverage it?

Increased automation will provide advisors with more time to spend on client relationships, planning, and prospecting.

What are the biggest technology trends, innovations and ideas impacting advisors today? Over 600 people, including more than 300 advisors, descended on Miami for the eighth annual Technology Tools for Today Conference. The event featured the industry’s best and brightest highlighting all the latest technology tools that will held advisors be more competitive, effective and efficient. Here are some of the most interesting things our editors heard, and advisors and financial experts tweeted, from the event.

The banking industry and outside observers weighed in Wednesday on a White House order that aims to bolster protection of the nation's critical infrastructure against cyberattack.

The White House issued an executive order on Tuesday that aims to strengthen protection of the nation's critical infrastructure against cyberattack.

Robert Sofia says that the social network is important for advisors, but if you cannot (or will not) approach it properly, don’t bother.

As mobile applications proliferate, do financial advisors really use them?

Unlike the soon-to-be-discontinued Facebook Credits, the new Amazon Coins have a ready marketplace with consumers and merchants.

The number of tablets purchased by businesses will more than quadruple to in the next four years. In terms of mobile adoption, the wealth management industry has lagged, but that is about to change.

Social networking has become so common and broad-based in its use that banks have no choice but to incorporate social networking into their marketing efforts. Here are five ways they can do that.

When it comes to designing system and workflow automation for your firm, keep it simple, a panel of experts said at the TD Ameritrade Institutional national conference in San Diego.

To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.

AdvisorWorks offers advisors an 'outsourced infrastructure' and some smart features. But is it ready for broad use?

Advisors need to understand some core essentials about the new mold-breaking Microsoft operating system.

Many busy advisors find it tough to run their businesses and stay active across multiple social media channels. Here's some helpful strategies.

Only 45% of certified financial planners use social media for professional purposes, according to a survey released Thursday by the Certified Financial Planner Board of Standards.