In|Vest Insights

First Round Capital has raised a half-billion in funds and invested in almost 500 companies, including Uber and Warby Parker. Co-founder Howard Morgan explains why it hasn't made any investments in robo advisors.

Advisors should highlight their skills on a personal level to separate themselves from digital counterparts.

The wirehouse executive speaks about the firm's approach to automation and why a larger advisor force is necessary to meet increasingly complex client needs.

The automated investment trend is not a fad, says U.S. Trust President Keith Banks. But being firm in values and delivering value is still paramount, he says.

As business models converge in the industry, firms risk diluting advice with sales pitches and product promotion, says John Taft, head of RBC Wealth Management-U.S.

"We have competitive advantages that none of these firms can duplicate," says Greg Fleming, president of Morgan Stanley Wealth Management.

Mary Mack says that Wells Fargo Advisors is still thinking through which route to take toward implementing an automated advice offering.

Opinion: Technology won't replace advisors, says Betterment CEO Jon Stein. But automated investing can add efficiency to one's practice, he says.

Pat O'Connell, who heads the advisor group, says "literally thousands of advisors" have started interacting with clients using Go Social, and that it's been "very well-received."

Chip Packard, who coheads the German bank's wealth management unit in the U.S., says it’s not clear the firm's UHNW clients wants to replace advisors with automation in the states.