In|Vest Insights

To understand the direction of digital advice, look to the industry experiences of the mid-90's and the early 2000s, says Mitchell Caplan, CEO of Jefferson National.

Regulator’s surveillance director says watchdog would review broker-dealers who implement automated advice, to determine if they properly assessed client risk tolerance.

Joel Bruckenstein puts two applications – RIAglass and MyRIACompliance – through their paces. Can they help advisors comply with regulations?

Voices: Mariner Wealth's Brian Leitner says it's okay to be anxious about technology. "It means you're paying attention to the forces that are driving the future of our business."

Why BBVA Compass inked a deal with BlackRock's recently acquired robo platform, FutureAdvisor.

Getting over the mental block toward adoption is part of the challenge in keeping your practice tech-savvy, says Eric Kies, chief compliance officer at Moline, Ill.-based The Planning Center.

Blog: Offering a human touch is actually easier with the newest wealth management technology, says Min Zhang of Totum Wealth.

After his roller coaster ride with troubled RCS Capital-owned Cetera Financial Group, Steve Dunlap returns to his entrepreneurial roots.

Just when you thought all you had to worry about was Betterment.

By the end of 2015, Vanguard's Personal Advisor Services counted approximately $31 billion in total assets under management, the firm says, with $21 billion from new money.