Robo advisors

The commission will examine how digital advice platforms uphold fiduciary responsibilities and safeguard client data.

The surprise U.S. election didn't affect robo platforms the way the U.K. vote did earlier this year, but explanations vary.

Digital platforms have to overcome two key challenges to ensure they survive, according to the CEO of Orion Advisor Services.

The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.

Mutual fund providers sought to use digital platforms as new distribution channels for their funds, but new guidance upends a strategy that would rely only on proprietary products.

Digital tools can supplement human advisors with ongoing counsel while the latter can also take over when an investor needs reassurance.

Adam Nash will be replaced by Andy Rachleff, who once served as chief executive of the firm, and will now be tasked with leading it during a period of fierce competition.

As digital wealth management proliferates, firms are expected to challenge each other in more pointed, head-on comparisons of their services.

As the industry shifts in response to developments in the regulatory and technological space, what can advisers expect? Here are ten takeaways from a new Schwab study.

How the firm is investing in new ways for advisers to conduct all their business digitally.

It's unknown how many of Scottrade's 1,000 brokers and 800 RIAs will ultimately be part of the new firm

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

The firm's digital advice service, to be piloted in early 2017, is a bid to give RIAs unprecedented scale.

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."

Changing the business model for younger clients starts with innovative technology and digital solutions combined with holistic, unbiased, guided advice.

Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.

Female-focused wealth management platforms can plug into a shift in attitudes and politics, analysts say.

“It will help them cope with some of the new burdens that the fiduciary requirement will impose on firms,” an industry analyst says.