Robo advisors

Digital advice is vulnerable to bait-and-switch and choice manipulation schemes.

Broadridge Financial follows Invesco to the Canadian digital advice market.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

The brokerage says its Access Investing service is now available to clients with at least $5,000 to invest.

A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.

A good software tool can be hard to find. Our annual Tech Survey can help.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.