Betterment

Corporate Insight opened accounts at the top 13 platforms to perform a behind-the-scenes examination of how they operate and handle clients.

CEO Jon Stein bemoaned the rule's 60-day delay and mulled what would happen if it was repealed entirely.

Access to banking information ensures advisors can perform holistic planning, fintech firms say.

Betterment's co-founder announces he is stepping down, while Wealthfront's ex-CEO joins the board at Acorns.

The wirehouse outlines its competitive digital offer, but it's a defensive play, analysts suggest.

As the major players gravitate to the hybrid model, will price cutting take hold in digital wealth management?

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.

Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.

Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.

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.