Robo advisors

Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.

With Portfolio Intelligent Income, the discount brokerage is shifting some of its focus toward clients ready to spend their investments.

Competitors such as Merrill Edge have taken similar measures on commissions.

Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey.

Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.

Robo advice is “a feature, not a business,” one digital expert says

The robo advisor is also pursuing more banking business.

In a session at the In|Vest West conference, Rachleff revealed the digital firm’s ambitious plans to take on big banks.

The announcement is part of an ongoing mashup of financial services. The target audience? The customers of traditional banks.

Do planners offer enough value to keep tech companies and automated advice at bay?

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.

The discount brokerage sees the move as a way to attract younger, less affluent investors.

Little can keep the search engine giant from entering wealth management. But advisors still have weapons at their disposal. They just need to use them.

The Wall Street giant has built an automated advice platform and is considering how to release it to the mass affluent market.

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

SigFig reportedly lays off a percentage of its workforce, while a former Fidelity marketing chief joins Personal Capital.

The move follows similar offers from other major brokerages in the last two weeks, as firms race to woo clients with the lowest-priced products possible.