Those who embrace the tech landscape now will have a greater claim to success as the financial industry slowly realizes the opportunities digital marketing provides.

Direct-indexing assets are expected to grow faster than ETFs, according to Cerulli.

A new product aimed at gig workers gives a 1% match on IRA contributions.

The author believes regulation of digital assets is overdue, but with it the industry can build public trust and integrate the assets into the global financial system.

One technology exec argues that the human elements of financial advice will never be digitized; another says most of the job will eventually be fully automated.

Hassan will oversee the expansion of UBS’s digitally customized banking services, the build-out of wealth management’s digital capabilities, electronic strategy and platforms, and smart technologies and advanced analytics.

Wealth Plan, with its 'Work with an advisor' icon, is now available for free on the Chase Mobile app and the bank's website.

In uncertain times, bad advisors hide from their clients; good advisors put themselves out there—and that’s how they take market share.