Wealthfront

The barriers for firms to enter into multiple financial services has dropped significantly and digital advisory firms are taking advantage.

Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.

The robo strikes a deal to offer direct deposit service and debit cards.

Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed.

The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.

The leading independent robos are offering new investment options to attract new assets.

Firms fined for misleading statements about products and performance — a possible sign that the commission is increasing its surveillance of digital investment platforms.

The new strategy may reflect downward pressure around planning fees.

The partnership with Intuit allows clients to autofill information from TurboTax filings.

Feeding a constant flow of launches are predictions that digital-first advice firms will manage over $4 trillion in the next two years.

Wealthfront factors in linked investment and retirement accounts for those who want to take a lengthy sabbatical.

The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.

Although banks and digital wealth startups seek to claim the same assets, they're finding common ground elsewhere.

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

When the product was announced a number of customers took to social media to voice questions and concerns.

The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.

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 latest influx, which closed late last year, brought in $75 million.

The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.