Sean Allocca

Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.

The loss in commission revenue could force consolidation, according to a Fitch Ratings report.

It's the latest move in the race to offer products at the lowest possible prices.

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.

The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.

The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.

Unexciting and less-filling, financial planning technology allows “craft” advisors to keep moving up the value chain.

To attract clients, digital-first advice firms are borrowing tactics from incumbents and putting a spin on traditional industry offerings.

As the fee-based financial planning network adds more members and rolls out new services, some members raised questions about its ongoing business strategy.

In addition to launching an automated investing app, the bank created a dedicated advisor unit to provide personal service to customers when they need it.

Tech is making it easier for advisors to break away, but navigating the complex vendor landscape can be challenging, says the firm's director of RIA practice management.

The rule unfairly gives brokers a leg up in the marketplace, harming the network’s 1,000 independent advisors, the firm claims.

After an investigation into the self-disclosure of regulatory incidents, the board is looking to strengthen the review process and clear up public confusion.

The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.

The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.

Regulators and observers warn there are risks to mixing show business with investment advice.

The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.

Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”

The turnkey asset management platform is targeting enterprise firms willing to pay more than $100,000 per year, CEO Jud Bergman said during an earnings call.