If you’re heading to the Financial Services Institute’s OneVoice Broker-Dealer Conference starting Monday – and even if you’re not – it’s time to reboot because, for the first time, the seventh annual conference will feature a technology track.

When it comes to acquiring and retaining clients, social media channels are on their way to becoming as important as traditional media channels for wealth managers, according to a study from Celent.

Two large RIA firms have launched their own apps in the Apple and Android store, putting them ahead of the field in the race to maintain contact with clients.

Fidelity Investments is now offering a free version of its WealthCentral customer relationship and portfolio management platform for the iPad.

Advisors can run taxable gain thresholds, estimate the tax implications of certain trades, harvest tax losses and continually monitor portfolios.

Spending on hardware, software and communications gear is expected to grow by more than 5% this year. Here's a snapshot look at the Gartner’s forecast for 2012.

Retirement plan clients can now get on-the-go portfolio analytics from BNY Mellon’s new iPad app, P Mobile Dashboard.

Wedbush Securities has launched a new social media initiative for financial advisors, investment bankers and equity traders that encourages them to use Twitter, LinkedIn and Facebook to boost their respective books of business.

Zephyr Associates, a financial analytics software provider to financial advisors, is seeing a steady increase in the percentage of RIA firms among its clients.

PrimeVest Financial, one of the big third-party marketers in the bank channel, launched a website designed to help banks and credit unions staff up their advisory programs. It also will help individual advisors search for new career opportunities across the country.

Fidessa Group said it added foreign exchange trading to its buy-side workstation. The execution platform will provide advanced trading features for more than 1,300 currency pairs, the supplier of high-performance trading technology said.

The SEC has charged an Illinois-based investment advisor with using LinkedIn and other social media channels to attempt to sell $500 million in fictitious securities.

Advisors seeking better client communication tools are likely to have their wish come true because wealth management firms are expecting to increase their IT budgets by 5% to 10% this year.

New York Life Retirement Plan Services, a division of New York Life Investments, has launched a new client-satisfaction benchmarking tool for retirement plan advisors.

Social media compliance is a subject that elicits a range of reactions from planners, from groans to cautious, curious questions. But Leia Farmer, the deputy chief compliance officer at Securities America, isn't afraid.

You never know what to expect. But events of 2011 gave plenty of clues for what lies ahead in 2012, as trading firms and exchanges speed up and beef up.

From Deutsche Boerse trying to acquire NYSE Euronext to the 10-microsecond trading cycle, here are the Top 10 Stories of 2011 affecting the technology and operations of capital markets as measured—in large part—by your viewership.

When Bank of America Merrill Lynch financial advisor Jay Fields had to do a couple of swaps on Monday morning from one security to another, he said the process was seamless thanks to a new portfolio management and trading platform.

Of all the social media sites that Aite Group followed in its study, only the use of LinkedIn grew between 2009 and 2011.

The time for watching and waiting is over. Twitter is a cultural phenomenon and more and more financial advisors are setting up Twitter profiles and testing the waters to connect with existing clients, promote their services to potential new clients and share industry news and insight with their peers. Here's what you need to know.