Robo advisors

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.