Suleman Din

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.

"The run-of-the-mill robo isn't going to attract investments anymore," says Alois Pirker, research director for Aite Group's Wealth Management practice.

The trends to watch next year in automated advice.

Here are strategies and data to remember from fellow advisors and industry analysts.

Digital offering assets at big firms will dwarf those of independent firms, Tiburon predicts.

Tiburon expects a great extinction among independent, venture capital-backed digital advice providers, according to Managing Partner Chip Roame. "Three or five will survive," he predicts.

Digital offering assets at big firms will dwarf those of independent firms, Tiburon predicts.

A private equity firm will help the robo RIA evaluate financing options.

The firm could resurrect its U.S. brokerage business online, analysts say. However, Deutsche executives have said they were unsure about their U.S. plans for automated advice.

With automated advice platforms now a standard offering, the easy assumption is that technology is being universally adopted by advisors. Key insights from our annual Tech Survey, though, challenge that notion.

Watch this next year: Digital startups like Blooom may make interesting inroads into the DC space.