Robo advisors

The digital platform added $1.6 billion from the first quarter.

5 steps for advisers to take in the next six months to ensure post-DOL success.

The first independent robo to reach the milestone.

Don’t become commoditized in the wake of the fiduciary rule; be the disruptor.

Morningstar’s head of behavioral science, Stephen Wendel, discusses the frontiers that tech is opening for advisers at SourceMedia's In|Vest conference.

A firm's approach will have "a material impact on an adviser's service delivery, technology spend, business model and, last but not least, brand," an analyst says.

Wealth management firms need to acquire their own robo platforms because digital startups represent a real threat with "a long runway for growth," the analyst says.

The IBD's top technologist's question for firms seeking upgrades: Are you sure you understand how you want to go to market?

In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.

Adding new technology is more likely to be chosen as one of the most important factors to enhance profitability.