Betterment

The robo advisor scouted several cities for a second location apart from its New York City headquarters.

The leading independent robos are offering new investment options to attract new assets.

The leading independent robo wants to maximize excess assets left in checking accounts.

Digital firms are boosting features to stay competitive in a crowded advisor-tech marketplace.

Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.

To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.

Feeding a constant flow of launches are predictions that digital-first advice firms will manage over $4 trillion in the next two years.

Employees from the independent robo — from marketers to engineers — are being paired up with customers to have informal chats, ranging from improving the user experience to suggesting new financial offerings in the platform.

The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.

A new entrant from Singapore vies for attention in a market that already includes offerings from robo advisors and custodians.

The firm arranged to make transactions differently on the days that it was required to calculate its reserve deposits, the regulator says.

Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.

The ability for consumers to access and share data in one place could transform financial advice.

How technology could continue to disrupt financial planning.

Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.

Much of the industry animus toward robo advisors, writes veteran fintech analyst Davis Janowski, is rooted in frustration, envy, and fear.

Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.

After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.

The digital advice firm acknowledges RIAs using its institutional platform "needed more control."

A federal court has struck down the rule and the industry’s top online advice executives are speaking out.