Robo advisors

Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.

Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.

In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.

Social Finance, the online services provider specializing in student loan refinancing, has taken the first step toward offering zero-fee ETFs.

The hybrid digital advice firm is expanding its marketing department in an attempt to outpace its competitors.

The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.

The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.

The robo advisor scouted several cities for a second location apart from its New York City headquarters.

In a sweep of changes, the custodian is embracing an open architecture technology platform.

It's unclear how automated investment platforms will perform during a major market downturn and what that could mean for advisors' bottom lines.