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Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.
March 14
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Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.
March 9
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After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.
February 7
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The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.
February 6
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From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.
February 2
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You were thinking about the wrong online retailer and the wrong rich tech entrepreneur crashing wealth management.
February 2
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Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.
January 31
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Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.
January 10
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The milestone cements the dominance achieved by large institutions in the online space.
January 5
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The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.
January 4
