Sean Allocca

While firms cater to millennial clients, or solve retirement issues for baby boomers, a large swath of the population is overlooked.

The speed at which clients can onboard has helped digital firms fuel an explosion of new discretionary accounts — often with less staff.

Capping a flurry of new feature announcements, the Silicon Valley-based robo advisor unveiled a no-cost advice offering.

The partnership with Intuit allows clients to autofill information from TurboTax filings.

The bank could be eyeing a move into digital wealth management.

A petition to vacate the award was denied by a federal judge.

The launch adds to the trend of banks attempting to tap into their base of retail checking account customers as a way to create instant scale in low-cost wealth management.

The average beneficiary will receive $39 more a month next year.

One hybrid robo advisor is looking to new reporting tools to help push a higher standard of client care.

As digital advice blends with traditional human services, firms are looking to expand into technology hubs around the country.