Betterment

Advisers aren't being eliminated. But they should understand the trends transforming the industry.

Many would argue the retirement fund is archaic, inelegant and user-unfriendly. Is it time for something new?

From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.

Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.

The marketplace may be the ultimate arbiter of the regulation, say MarketCounsel conference experts.

The legal heads of both firms challenge arguments made against the ability of robo advisers to serve their clients.

Digital platforms have to overcome two key challenges to ensure they survive, according to the CEO of Orion Advisor Services.

Mutual fund providers sought to use digital platforms as new distribution channels for their funds, but new guidance upends a strategy that would rely only on proprietary products.

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.

Massachusetts’ securities regulator tells the robo adviser to change its client communications policy by the end of September.

An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.

The robo adviser expands its offerings and is developing a memo to answer concerns after the firm temporarily suspended trading the morning after the Brexit vote.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Low-cost, online managed accounts may become table stakes for wealth management firms.

Drivers in Seattle, Boston, Chicago, and New Jersey will be offered IRAs first, with plans to expand to other cities later this year.

One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.

The digital M&A trend has much in common with the wildly popular game app.

The first independent robo to reach the milestone.

Viewing these services only as a threat may mean a firm is selling clients short.