RIAs

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.

Digital advice is still in its early days, says SigFig CEO Mike Sha.

Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.

New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.

Data about client behavior will drive better user experiences.

The technology platform powerhouse is betting on integration, but competitors eye disruption.

The $3 billion sale of Financial Engines to Edelman Financial Services puts every investment adviser on notice that the future is in digital wealth management. More deals like it are expected.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.

Banks have strictly controlled adviser-client text communications due to regulatory concerns.