Some of the biggest changes come when industries collide.

M&A deals have picked up pace as tech firms bring more complex products to market.

Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

The milestone cements the dominance achieved by large institutions in the online space.

The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.

This year, digital wealth management will shift to goal-driven advice that is instantly accessible and always personalized.

CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.

Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.