In|Vest Insights

The Canadian-owned firm won't rule out a potential acquisition of a digital advice provider. "Everything you can imagine is on the table and actively being explored," John Taft, head of the firm's U.S. brokerage operations, tells On Wall Street exclusively.

By claiming robos may be unregistered investment companies, new report raises the stakes in fight for dominance.

Opinion: "The Labor Department's endorsement of these algorithmic investment guides seems curious and misplaced," says securities attorney Melanie L. Fein.

Low-cost competition will force fee-based advisors to restructure how they are compensated, said Brian Leitner, senior vice president of practice management at Mariner Wealth Advisors.

Debate over the role of robo advice turns on whether DIY millennials are a market worth chasing.

Advisors’ usage of social media includes platforms like Pinterest, where they showcase lifestyle-oriented content to their clients and potential clients.

There are three types of advisors when it comes to embracing technology, says the advisor organization: early adopters, those who will follow peer success, and those who wait until the last minute.

Exclusive: CEO Adam Nash says his firm has no plans to diversify into a business-to-business model.

United Capital plans for a white label version of its financial life management platform and the firm will be announcing an acquisition of a robo solution in the fourth quarter.

Commentary: The first wave of robo advisors went too far in denying any impact from volatility – which is just plain incredible, writes Daniel Satchkov, president of risk modeling firm RiXtrema.