Suleman Din

With so much uncertainty, the only thing that's clear is how different the sector may look a year from now. Here's an overview of the leading trends in technology that will impact banking in 2018.

Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.

It’s been month after month of record-breaking, confounding growth for the cryptocurrency, accompanied by regular warnings from banks about bubble speculation.

Michael Lewis calls it a "pump-and-dump" scheme. Liz Ann Sonders says it's "the next kale." Should clients invest in cryptocurrencies?

The banks' newest offerings hope to attract young clients and keep them there for life. But they face stiff competition.

KeyBank is the latest to join the robo-adviser trend. Its investment services unit just announced a partnership with Jemstep, which is eager to do more such deals with banks now that it is owned by Invesco.

Access to banking information ensures advisors can perform holistic planning, fintech firms say.

The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.

Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.

The digital-advice startup SigFig has now teamed up on robo-advisory offerings with Wells Fargo and UBS, while BlackRock's FutureAdvisor has lined up agreements with U.S. Bancorp, BBVA and others.

Although intended to protect investors from market volatility, a decision by Betterment to temporarily suspend trading the morning after the British referendum has the wealth management industry wondering aloud if the robo-adviser harmed its reputation instead.

The Canadian bank's U.S. wealth management arm is moving toward a hybrid digital-human advice platform, partnering with BlackRock's FutureAdvisor to add robo tools for its 1,900 advisers.

Envestnet's planned acquisition of Yodlee is shedding light on how real-time data about customers' financial data can shape the future of the wealth management and financial advisory business. Jud Bergman, CEO of Envestnet, says the deal will create "an unprecedented level of engagement."

The acquisition of Yodlee, considered PFM's pioneering firm, would cement Envestnet's capability to serve an emerging demand for data aggregation and leveraging data insights and behavioral science in wealth management.

Until last April, the young adviser now at the center of Morgan Stanley's massive client data breach was a sales assistant who spent the majority of his career under the tutelage of one the firm's wealth management teams.