RIAs

More acquisitions are expected in the digital wealth management space as firms look to quickly add tech platforms and services.

Fraud can occur in a myriad ways, from email scams to ID theft to manipulation of investment valuations. See a dozen common frauds -- and ways advisors can help prevent them.

During the planning process for a digital platform strategy, Fidelity says its partners and brokers asked why it couldn't just go buy eMoney Advisor instead.

To better police the advisory industry, the SEC chief seeks additional funding for advisor examinations and to bolster enforcement.

Vanguard says assets in its Personal Advisor Services start up, still in the pilot phase with no paid advertising support, rose from $755 million in 2013 to $10.1 billion at the end of last year.

Only a third of advisors surveyed by IMCA feel safe enough to say that robos pose "no threat" to their business. A skills upgrade is one line of defense, the group advises.

CFPs cite real estate downturn, outside business failures as triggers for financial troubles.

The standard practice of beta testing in the software industry clashes hard against banking culture, says one PFM software development veteran, where executives fear that a wonky app could mean customer attrition.

The "freemium" model that transformed Rovio from a game developer into a $200 million entertainment company is what firms like FutureAdvisor are relying on to disrupt the traditional fee-driven model of wealth management.

CEO Jon Stein remembers when nobody listened to his message that automated investing was going to catch on with investors. He's not hurting for money anymore -- and he wants to take your business.