Sean Allocca

The wealth management tech provider's president of investment services is looking to “tie up some loose ends.”

The announcement is part of an ongoing mashup of financial services. The target audience? The customers of traditional banks.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.

In a direct-to-consumer landscape, the automated investment technology might be deployed to independent advisors.

Little can keep the search engine giant from entering wealth management. But advisors still have weapons at their disposal. They just need to use them.

The technology is poised to upend the industry. Advisors are still waiting.

The Wall Street giant has built an automated advice platform and is considering how to release it to the mass affluent market.

Advisors say they have concerns about an upcoming recession, according to a new survey.

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

The move follows similar offers from other major brokerages in the last two weeks, as firms race to woo clients with the lowest-priced products possible.

The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.

The low-cost brokerage followed its competitors for retail clients and will offer the new pricing to RIAs in November.

Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.

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.