Betterment

Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.

The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.

You were thinking about the wrong online retailer and the wrong rich tech entrepreneur crashing wealth management.

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.

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

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.

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

Investors would be required to sell the shares they purchase first, which often is the lot that has the most gains and thus generates the bigger tax hit.

The robo advisor adds a longstanding tax strategy to its offerings.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.

Ellevest's newest round of funding defies industry expectations about digital advice's viability.

It would be the first fund of its kind from the asset management giant. Plus; other launches.

The top independents all state going public is a goal, but there are doubts about broad market support.

The technology underpinning Alexa can automate meetings, update clients and even deliver advice.