A U.S. Trust survey reveals how three generations of wealth approach estate planning, elder care, and family privacy and security.

Advisors “are now at the point where they are asking, ‘What oar should I buy?’” said Blane Warrene, the CEO of Arkovi, a leading social media archiving service.

Social media is today's printing press and advisors have to be prepared for a new Rennaissance, according to Jason Seiden, the co-founder and CEO of Ajax Social Media Group.

Bank of America Merrill Lynch has introduced an iPad application for its corporate treasury clients using the online payment and invoicing system, Paymode-X.

Securities America is previewing changes to its advisor dashboard, and SA Mobile, a new mobile phone application that allows advisors to operate CRM programs and apprise clients of certain aspects of their accounts, the firm announced.

Financial advisors who use a technology that enables them to automate portfolio rebalancing for their clients can shave the process down from 350 hours annually to 100 hours, according to new research released by CEB TowerGroup.

Kasina has unveiled a new research report looking at how asset management and insurance firms are currently using mobile technologies to interact with their wholesalers and advisors.

They’re skeptical, cynical and probably way too dependent on mobile computing devices. But advisors who don’t make the effort now to target and cater to Generation X and Generation Y investors will pay a steep price in the next decade as their bread-and-butter Baby Boomer clients transition from wealth accumulators to wealth distributors.

Investors of all ages and incomes want more online services and features in order to be more informed and involved in their investment activities. And if they don’t get them from their financial advisors, they’ll find someone – if they haven’t already – who will.

Mounting operational demands, the rapid pace of technology change and shifting investor dynamics are making it difficult to innovate.

LinkedIn is a great resource for wealth managers looking to interact with existing clients or find new ones. Here’s a step-by-step overview to help grow your AUM.

You'’re still not on Facebook. And you should be. Here'’s what you need to know to join the fray.

In cases where an advisor has created a financial plan for a client, Advisor Access now features a hyperlink to the Goal Planning & Management component powered by MoneyGuidePro.

Whether it's Facebook, Twitter or LinkedIn, financial advisors need a handy resource to keep them abreast of all the latest rules and trade secrets to capitalize on the social media frenzy without running afoul of the regulators. Here's everything wealth managers need to know.

When it comes to financial planning advice in the social media arena, less is almost always more. Here's what wealth managers need to do (and not do) to service their clients while staying within the regulatory boundaries.

Talk coffee, not college savings plans. That avoids potential compliance issues. Besides, visitors to social media sites are coming to learn about who you are, not what you sell.

Morningstar has launched Annuity Intelligence, a web-based research and evaluation tool for advisors and broker-dealers charged with finding the best variable annuity products for their clients.

On YouTube, puppet shows are fine for consumers, but to appeal to businesses many banks are taking a more serious tone and putting their own clients in the spotlight.

Have advisors found a way to beat the system and achieve better search engine rankings?

Before your older clients act on an investment tip that they “like,” make sure you share these five important tips to keep them from falling prey to online scams.