Suleman Din

The second wirehouse deal for the digital advice startup comes after announcing a blockbuster partnership with UBS.

The legal heads of both firms challenge arguments made against the ability of robo advisers to serve their clients.

The commission will examine how digital advice platforms uphold fiduciary responsibilities and safeguard client data.

The surprise U.S. election didn't affect robo platforms the way the U.K. vote did earlier this year, but explanations vary.

Digital platforms have to overcome two key challenges to ensure they survive, according to the CEO of Orion Advisor Services.

Mutual fund providers sought to use digital platforms as new distribution channels for their funds, but new guidance upends a strategy that would rely only on proprietary products.

Adam Nash will be replaced by Andy Rachleff, who once served as chief executive of the firm, and will now be tasked with leading it during a period of fierce competition.

The custodian's CTO Tim Heier said it has no intentions to sell the data or information it gathers.

As digital wealth management proliferates, firms are expected to challenge each other in more pointed, head-on comparisons of their services.

How the firm is investing in new ways for advisers to conduct all their business digitally.