Betterment

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.

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

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Some advisers continue to overstate the benefits, confusing savings with deferral.

Industry insiders say wealth management is going through its biggest upheaval in decades.

The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.