In|Vest Insights

Since its launch two years ago, Harvest Exchange has signed up 200,000 investors, nearly 25,000 advisors and over 7,000 investment firms.

Some advisors have already found ways to harness client information for their practice in a very targeted fashion.

Opinion: The shortage of women among the progressive entrepreneurs and executives attempting to transform how consumers interact with money hampers the industry's ability to know its market.

Although some tensions remain, the animus and distrust that's characterized so much of the bank-technology startup dynamic has faded.

Tiburon expects a great extinction among independent, venture capital-backed digital advice providers, according to Managing Partner Chip Roame. "Three or five will survive," he predicts.

Despite predictions of a coming boom market by Cerulli Associates and others, the leaders of the biggest brokerage firms remain divided about whether to jump into the fray.

A private equity firm will help the robo RIA evaluate financing options.

Nothing in the 401(k) plan market changes overnight and some caution that while robos may have a valuable role to play in helping prepare employees for retirement, employers need to do their due diligence.

The firm could resurrect its U.S. brokerage business online, analysts say. However, Deutsche executives have said they were unsure about their U.S. plans for automated advice.

Ambition and training helped one veteran advisor learn to adopt financial planning tools, account aggregation software, video conferencing apps and tablets in his effort to create "a new client experience."