Industry

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.

The recruits made the move between wirehouses with two client associates.

The recruit generated $1.7 million in annual production before making the move.

The firm has named two executives to newly created positions to help build on the momentum it says it has developed in serving clients in the western U.S.

Up for vote at BlackRock’s May 25 annual meeting is a proposal asking the fund manager to reconsider how it evaluates and votes on executive pay plans.

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

A new model of holistic financial advice is coming on the scene.

Commission staffers are probing how broker-dealers are handling ETFs and the extent to which investors understand the risks of the funds.

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.