Robo advisors

Technology is rapidly changing many, but not all aspects of the business.

The bank aims to have a total of 4,000 representatives by year-end in Merrill Edge, which now has 2.4 million accounts and $184.5 billion in assets.

After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.

The digital advice firm acknowledges RIAs using its institutional platform "needed more control."

Portfolios will be selected based on machine learning and natural-language processing.

The latest influx, which closed late last year, brought in $75 million.

Speculation grows that any retailer with a robust e-commerce platform, physical ubiquity, brand awareness and trust could become a wealth management player.

A federal court has struck down the rule and the industry’s top online advice executives are speaking out.

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.