In|Vest Insights

"We're betting on financial advisors and personalized financial advice delivered by people," says RJFS President Scott Curtis.

Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.

Russell Investments' new app joins the growing crowd of firms offering financial advisors digital tools to explain investment concepts to their clients.

There are a number of steps traditional mutual funds and ETF providers can perform to take advantage of a surge in automated investing.

The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age.

As older clients start drawing down their wealth, the industry needs younger investors to ensure its future, says Janney Montgomery Scott CEO Timothy Scheve.

The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead.

Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Store’s top 5 financial apps. But is it because the app is well-designed or because of his celebrity status?

Contrary to so much that has been written and said about the rise of the machines and the demise of human financial advice, the need and demand for personal, face-to-face, human advice will remain. Here's why.

Young HNW investors are very comfortable with digital wealth management tools, and many don't even have (or seem to need) an advisor.