About 41% of households prefer a mix of human and digital advice.

Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.

The tech giant's data division rolls out new apps for clients — and links to Alexa.

As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.

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

Listen up, advisors — chatbots are talking their way into wealth management. Some see them as part of a low-cost, entirely automated option that commoditizes financial advice even further.

Portfolios will be selected based on machine learning and natural-language processing.

Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.

The bank’s asset management unit has approached ETF Securities and Global X in an effort to expand its lineup.

Broker-dealers and financial advisors pay a steep penalty for failing to keep up with digital trends.

The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.

Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.

Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.

One provider aims to test whether or not investors are comfortable with algorithms picking stocks.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.