Betterment

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.

Personal Advisor Services closes in on the $100 billion AUM mark.

The digital firm is opening up a new avenue of advice that could be a model for an industry grappling with the challenge of scaling for smaller accounts.

The leading independent robo adviser added another $70 million in funding.

Demand from millennials has helped the strategy become an $8 trillion category.

"I don’t have one yet, but I want one," says Tom Halloran, president of Voya Financial Advisors.

The app allows users, many of them first-time investors, to get started for as little as $5.

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

The manager allegedly led a $33 million funding round for Scalable alongside the startup’s two existing venture capital investors.

The robo advice firm says it already has a number of customers with more than $10 million each.

"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.