Robo advisors

Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.

A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

Banks have nothing but upside potential in front of them with robos as part of their offering — as long as they act soon and do everything right.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.

The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.

The firm is the latest to adopt new technologies into the client-advisor relationship.

The bank is looking to attract more affluent customers with $250,000 to $3 million in investable assets, the bank's head of wealth management told analysts.

The retailer's foray into wealth management is a wake-up call for an industry that often overlooks female investors.

The largest independent digital advice platforms profited significantly from a strong M&A market last year.

Planners must make accurate disclosures about their service models, says the regulator.

The Waterbury, Connecticut-based bank wanted to ensure that it was meeting the technology expectations of clients across the wealth spectrum.

A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.

Younger investors may see the market's swing as just another fluctuation in the market, while assuming that time is on their side. Older investors, on the other hand, may be far more stressed.

Cetera, Advisor Group and Securities America are unveiling upgrades they hope will help advisors save time while growing their businesses.

Commission prioritizes retail investors as OCIE issues its must-read compliance letter.

After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.