In|Vest Insights

Edmond Walters's departure takes Fidelity by surprise, and throws plans for eMoney Advisor Summit next month into disarray.

Raymond James' Scott Curtis acknowledges technology is changing the industry, but says it cannot delete the human value in the art of investment advice.

Advisors will soon have clients with negative net worth and clients worth seven-figures, and they'll need to have a command of both data sets, says Quovo CEO Lowell Putnam.

Industry arguments against the DoL’s fiduciary rule proposal do not consider the digital revolution in financial advice.

Commentary: The acquisition of a robo by the world's largest asset manager is a reminder to advisors they must provide technology that appeals to consumers in a modern, constantly connected world.

Focusing on market-beating performance is a flawed strategy, says new columnist Jonathan Clements. Instead, advisors should focus on clients’ entire financial lives.

"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst.

The giant asset management company said it was acquiring robo advisor FutureAdvisor.

Robo advisors say they managed the downturn with little pressure from clients. Some in the industry wonder if that was a good thing.

Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.