Suleman Din

If an advisor hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?

The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.

While large brokerage firms pilot digital advice platforms, D.A. Davidson is holding back to see what works and doesn’t, says a top executive.

The move broadens its line of digital advice offerings to better serve a variety of clients, says Pershing Advisor Solutions CEO Mark Tibergien.

Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.

Firms must invest in digital capabilities, says A.T. Kearney's Uday Singh, but they need to balance that evolution to allow for the human touch to remain in a central role.

"Asking more questions or a specific number of questions isn’t necessarily going to make the suitable and fiduciary responsibilities any better," says FutureAdvisor's co-founder Jon Xu.

Mark Immel had been awarded $450,000 in arbitration but faced further legal battles.

It is the latest entry into a market which has seen several platforms launches as well as partnerships to provide advisors with tech tools.

After the asset management giant announces a third major financial services client for its robo platform this year, a theme emerges.

The addition of the country's largest IBD network demonstrates how much value BlackRock has created from its $152 million deal for Silicon Valley-startup FutureAdvisor last August.

While much of the wealth management industry cautiously mulled over the potential impact of the fiduciary rule, digital-first firms were quick to celebrate.

Readers are split over using Excel for financial planning. Some extol the simplicity of spreadsheets, others are firmly of the view that financial planning software is necessary for advisors to remain relevant.

Massachusetts securities authority goes further than SEC or FINRA in its examination of automated advice.

Having good digital solutions can help advisors and clients deal with upcoming regulation, says a top Ladenburg Thalmann executive.

With its new $700 million valuation, Betterment takes top ranking among digital advice providers.

Independent robo providers still have a chance to survive and reach sustainability, thanks to an expected flood of smaller accounts being shed as a result of the rule.

A new FINRA report warns firms they should be ready for reviews on their use of digital investment advice tools.

Salesforce says the crucial difference between its platform and similar, all-in-one offerings is that "it is a client-centric platform, not a product-centric one."