In|Vest Insights

A focus on costs obscures any analysis of the benefits that new tools bring to one's practice.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Algorithms are based on pure math and cannot be biased. Right?

Low-cost, online managed accounts may become table stakes for wealth management firms.

A third of investors in a recent Fidelity survey said they would switch advisers if they weren't active technology users.

The fifth-biggest bank in the U.S. strikes deal with BlackRock’s FutureAdvisor to offer automated investing service.

Drivers in Seattle, Boston, Chicago, and New Jersey will be offered IRAs first, with plans to expand to other cities later this year.

Kavout and qplum claim their technology and founding teams set them apart from competition in the space.

Banks are creating tech to do chores previously performed by people in operations, wealth management, algorithmic trading and risk management.

Ways to interconnect technologies may be limitless. But advisers and advisory firms will demand more, as their clients demand more.