Hedgeable plans to offer P2P lending investments, claiming it will be the first digital wealth manager to do so.

"We are not going to have a separate robo adviser that would disintermediate our existing advisers," says CEO Paul Reilly.

The digital platform added $1.6 billion from the first quarter.

The first independent robo to reach the milestone.

Morningstar’s head of behavioral science, Stephen Wendel, discusses the frontiers that tech is opening for advisers at SourceMedia's In|Vest conference.

A firm's approach will have "a material impact on an adviser's service delivery, technology spend, business model and, last but not least, brand," an analyst says.

The IBD's top technologist's question for firms seeking upgrades: Are you sure you understand how you want to go to market?

In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.

Founder of ultra-HNW boutique starts team meetings with discussions about members’ outside lives before moving on to clients.

Personal Capital CEO Bill Harris argues financial institutions are more focused on product offerings than clients.