Just as the 2000 tech bubble collapse did not end the expansion of online travel sites, a bear market will not kill the digital-adviser revolution.
Advisers should safeguard their practices as they share sensitive information across multiple third-party platforms and service providers.
Document management technology company is battling to become independent, amidst its majority stakeholder's recent announcement that it is going bankrupt.
Use it to offer information and build relationships with consumers who might become clients.
U.S. authorities examining whether fired adviser Marsh was targeted by hackers after he took data from the wirehouse.
The recently acquired financial planning software is being incorporated into the advisory technology firm's platform.
Lack of understanding, performance history and steep headline risk are all reasons keeping investors on the sidelines.
The just-launched automated investment platform was created for women skeptical of the financial services industry.
They're young, they're sharp and they present a huge opportunity for advisers.
Some technology providers see potential integration partners as competition, while others respond to adviser demands by partnering with rivals.
Newly launched service provider RightCapital thinks it has created a better mousetrap and is undaunted by the hypercompetitive market.
Plumvo offered its online-brokerage, wealth-management and personal-finance software to investors and advisers for free, but ultimately was unable to make its business model work.
Survey shows that Microsoft's Windows tablets are gaining popularity among wealth-management professionals as iPads begin to lose their dominance.
Ron Carson, Steve Lockshin and Marty Bicknell among those investing as the personal financial information market heats up.
Whether big or small, tech adoption or upgrades should be approached with a project management strategy.
Whether on camera or including graphics, videos are a way to connect with clients.
Risk-protection strategies are proving to be popular for advisers to recommend to their skittish clients, but haven't gained traction among the majority of robos
Edmond Walters, founder and CEO of the financial planning software firm, has resigned effective immediately, months after the firm was acquired by Fidelity, which said the firm's operations will continue without interruption.
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
Advisers find eMoney CEO's resignation concerning and wonder what's next for the financial planning tool.
