Suleman Din

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

Clients may be less anxious if they know their portfolios include funds built for stability.

The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."

Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.

Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.

"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"

When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.

How can firms adapt to automation without eroding their business or need for advisers?

Massachusetts’ securities regulator tells the robo adviser to change its client communications policy by the end of September.

The robo adviser expands its offerings and is developing a memo to answer concerns after the firm temporarily suspended trading the morning after the Brexit vote.