As financial advisor ratings websites like BrightScope and Advice IQ proliferate, advisors are going to have to get comfortable with having their records a click away from clients and prospects.

The new tools aren't winning business the way they used to.

For developers of retirement calculators, it’s something of a Holy Grail: a system that not only helps investors figure out how much they’ll need in their golden years, but adequately factors in health care costs as part of the daunting calcul...

Apple owners often claim superiority over PC users believing Macs virus-free. Those days are over. Here’s how to keep your data safe.

Advisors who manage client portfolios can now benchmark themselves against each other, as the firm rolls out a suite of new tools aimed at making investment returns a top priority for clients. That may make some clients happy and some advisors...

Security has gone mobile, with software, services and apps that can do everything from wipe a device if it’s stolen to making it practically shout for help if lost ...