In|Vest Insights

Voices: For smaller B-Ds, there will likely be an added cost of obtaining an unbiased assessment of the consistency, accuracy and suitability of their robo tools.

A new FINRA report warns firms they should be ready for reviews on their use of digital investment advice tools.

With its acquisition of Honest Dollar, Goldman wades into a crowded space.

The finance website is looking to recruit planners for its new platform where investors can pose questions directly to financial advisors.

These entrepreneurs made the leap into finance from different places, but they share a common mission: robos for women, by women.

Voices: Moving from a commission account to a fee-based account with an additional risk tolerance questionnaire does not equal sufficient Know-Your-Customer or suitability measures.

Firms should strike a balance between modernizing tools and maintaining client service, says Michael Paley, chief operating officer of Klingman & Associates.

Salesforce says the crucial difference between its platform and similar, all-in-one offerings is that "it is a client-centric platform, not a product-centric one."

Launching a client portal isn’t easy. There are several big choices to make first, including a few crucial business strategy considerations.

Financial Media Exchange has tons of bells and whistles and its low fees can’t be beat, writes columnist Joel Bruckenstein.