Suleman Din

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

There are several steps advisors can take to ensure their practices benefit from technology investments.

The market is estimated to be worth over $8 trillion in the U.S. alone.

When measured against a standard of care for best interest advice, digital wealth managers fall short, attorney Melanie Fein argues.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

Life after work is much more complicated now than the industry assumes it to be, says former HelloWallet founder Matt Fellowes.

Even though MiFID II doesn't go into effect until Jan. 3, executives have complained they still lack clarity about its rules.

An offering that can grow with a client, Ally Invest's president says, will stand out in the digital advice field.

As they contemplate AI and conversational computers, how do planners intend to stay ahead?

Fintech entrepreneurs with a common mission: to help planners, not disrupt them.

Planners share how they are finding new revenue streams for their business.

The top independents all state going public is a goal, but there are doubts about broad market support.

The technology underpinning Alexa can automate meetings, update clients and even deliver advice.

Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.

Quietly, Invesco's robo advisor has scored IBD and brokerage clients.

Personal Advisor Services closes in on the $100 billion AUM mark.

Some platforms are promoting their approaches to attract more sophisticated young investors.

The hybrid firm stated it now has $4.9 billion in AUM, with $1.4 billion gained this year alone.

The IBD spent $77 million on technology upgrades in 2016.

Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.