Despite much innovation, needs of new planners still aren't being met.

Goal-planning and security are two areas where wealth management firms need to innovate most, say Corporate Insight researchers.

Wealth management "is the least tech literate of all financial services," says Michael Spellacy of PwC.

It's expected that digital platforms will help advisors focus their offerings to serve specific client segments.

Customers will have two investment options: an ETF-only portfolio and one that includes actively managed mutual funds, along with index funds.

Banks are racing to incorporate new technology to fend off new entrants seeking to steal established firms’ customers.

The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.

If an advisor hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?

The bank's digital innovation chief has teams working with artificial intelligence to build a banking app you can talk to or text.

The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.

The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.

Are you using a robo adviser with clients? Be prepared to understand the inner workings of your digital tools, says Hardeep Walia, CEO of Motif Investing.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.

While large brokerage firms pilot digital advice platforms, D.A. Davidson is holding back to see what works and doesn’t, says a top executive.

The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.

Ellevest considers factors affecting women such as the gender pay gap, earnings power over time, risk preferences, longer lifespans and caretaking responsibilities.

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

Most clients interested in artificial intelligence-enhanced software are in the broker-dealer and RIA markets.

The move broadens its line of digital advice offerings to better serve a variety of clients, says Pershing Advisor Solutions CEO Mark Tibergien.