Suleman Din

Betterment data scientist Sam Swift asks advisors: "How do you know how much you've helped [clients] with your advice?"

The acquisition of Yodlee, considered PFM's pioneering firm, would cement Envestnet's capability to serve an emerging demand for data aggregation and leveraging data insights and behavioral science in wealth management.

Robo fears are based on newer technology where the motivation is to replace people, says the CEO of Addepar. Its portfolio analysis platforms currently serve $300 billion in AUM, the firm says.

Advisors failed to win FINRA arbitration case for compensatory damages in excess of $5 million for a number of grievances.

It's not where automated advice stands today, but what it will be five years from now that has industry observers paying attention. Here's what you need to know.

Wealthy millennials are downloading apps more than other age groups, but for many categories it's boomers and Gen Xers who are the key users.

Robert Arnott, CEO of Research Affiliates, says the financial services industry has to change its mindset toward innovation in order to remain competitive.

Guide Financial, which counted among its advisors Esther Stearns, former head of Nestwise -- a now-shuttered LPL venture aimed at middle-class clients -- is the latest technology provider to be acquired.

Values-based investing has gained traction in the fund industry. One fund provider brings a faith-based layer to that approach, and has found market and success doing so.