The Latest

Some advisers expressed concern about the custodian now competing for the same clients they were courting with the institutional version of Schwab's robo.

Thomas P. Vartanian is the executive director of the Financial Technology & Cybersecurity Center and the author of the new book "200 Years of American Financial Panics: Crashes, Recessions, Depressions, and the Technology That Will Change It All."

Though popular, the low cost model in digital advice is unsustainable, analysts maintain.

Tom L. Stringfellow is president and chief investment officer of Frost Investment Advisors in San Antonio.

Stress-testing under a scenario that includes severe corporate defaults and sharp declines in U.S. equity could reduce security risks, according to the report.

Learn the key characteristics for the type of investors that find robo advice appealing.

The metal has tumbled in the past month, partly on anticipation of the decision as well as a surge in U.S. equities since the election of Donald Trump as president.

Nellie Akalp is the CEO of CorpNet.com, which provides ways to start a business, register for payroll taxes and maintain business compliance across the United States.  

Joshua Verni is a New York CPA and a managing director with CFGI, assisting clients with the accounting for complex debt and equity instruments and other technical accounting matters.

Advisers and experts offer insights about the changes and issues the industry will face next year.