Suleman Din

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."

Studies on the digital advice space show investors may still want human interaction, but are increasingly becoming digital-first.

The Silicon Valley CEO's online post sought to address the rapid growth of the digital offerings of incumbents such as Schwab's Intelligent Portfolios.

Unlike other financial service providers such Schwab or Fidelity, Pershing will not be coming out with its own branded robo advice solution.

Can FlexScore provide a "hand-on-your-shoulder" experience online by focusing on a client's life, rather than investment strategy?

T3 Conference attendees wondered about the implications of even more sophisticated digital advice platforms entering the market.

Critics suggest questionnaire-driven automated advice can't completely address client risk tolerance, but technology firms say transparency is the solution.

To understand the direction of digital advice, look to the industry experiences of the mid-90's and the early 2000s, says Mitchell Caplan, CEO of Jefferson National.

It’s challenging to afford tech upgrades and meet compliance demands at the same time. Here’s how firms are doing the best of both.

Just when you thought all you had to worry about was Betterment.

By the end of 2015, Vanguard's Personal Advisor Services counted approximately $31 billion in total assets under management, the firm says, with $21 billion from new money.