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.

What the next generation of tech innovation means for planners.

Kestra Financial’s James Poer offers advisors his three predictions for the new year.

Collaboration and acquisition between incumbents and start-ups is poised to increase.

Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.

The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.

Investing fees have fallen for the past few years and there may be no end in sight.

Digital advice is vulnerable to bait-and-switch and choice manipulation schemes.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

Three burgeoning technology movements that might catch advisors by surprise.

A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.