In|Vest Insights

The surprise U.S. election didn't affect robo platforms the way the U.K. vote did earlier this year, but explanations vary.

Although a partisan battle over internet access predated Trump’s candidacy, he provided a key boost to the issue, setting a stage for a larger fight still to come.

Digital platforms have to overcome two key challenges to ensure they survive, according to the CEO of Orion Advisor Services.

The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.

The payments industry is driving fintech investment worldwide, influencing related disciplines such as data security and mobile banking.

Mutual fund providers sought to use digital platforms as new distribution channels for their funds, but new guidance upends a strategy that would rely only on proprietary products.

Digital tools can supplement human advisors with ongoing counsel while the latter can also take over when an investor needs reassurance.

Adam Nash will be replaced by Andy Rachleff, who once served as chief executive of the firm, and will now be tasked with leading it during a period of fierce competition.

The custodian's CTO Tim Heier said it has no intentions to sell the data or information it gathers.

As digital wealth management proliferates, firms are expected to challenge each other in more pointed, head-on comparisons of their services.