Betterment

The firm arranged to make transactions differently on the days that it was required to calculate its reserve deposits, the regulator says.

Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.

The ability for consumers to access and share data in one place could transform financial advice.

How technology could continue to disrupt financial planning.

Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.

Much of the industry animus toward robo advisors, writes veteran fintech analyst Davis Janowski, is rooted in frustration, envy, and fear.

Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.

After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.

The digital advice firm acknowledges RIAs using its institutional platform "needed more control."

A federal court has struck down the rule and the industry’s top online advice executives are speaking out.

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.