Robo advisors

The nation's biggest independent robo-advisor is the latest big name detailing its revamped cryptocurrency plans despite a difficult year for digital assets.

Plus, Betterment enters a deal to offer digital assets as a new survey finds Americans are cooling on crypto.

The bank is focused on digital investing solutions as it widens its wealth management footprint.

Plus, the best robos for first-timers, low cost and complex planning.

J.P. Morgan senior executive Kelli Keough dissected the artificial opposition between digital tools and human advice at FP’s recent INVEST 2022 conference.

At FP’s INVEST conference, Julia Carreon and Aaron Klein explained how common misconceptions are clouding wealth managers’ visions for the future.

Nobody likes investment losses, but they do have an upside.

In a case with misled clients, celebrating regulators and damaged trust, a veteran securities expert says there are no winners.

The Alabama bank hopes that its new InvestPath platform, which combines automation and personal interaction, will attract first-time investors.

A roundup of the bits of wealth management news you might have missed over the last week.

The new service, which will offer one-on-one advice, is open to people with at least $100,000 in investable assets. It’s part of the company’s ongoing efforts to build a full suite of retail banking products.

In a symposium, SEC Chair Gensler voiced concern about the technologies’ possible conflicts, biases and systematic risks.

The Swiss lender is looking to boost shareholder returns

Large financial institutions are investing in technology to tap into the growing workplace wealth market.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.

The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”

CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.

The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.

Wealthfront is exploring a sale that could value the automated wealth manager at as much as $1.5 billion, according to people familiar with the matter.