Robo advisors

Last year's performance suggests the upstarts may have an Achilles' heel.

Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.

Direxion’s Rob Nestor and David Mazza discuss hiring and compensation strategies, ETF space developments and the rise of robos.

J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.

Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio.

The wealth manager recently introduced monthly fees. But, it's not for everyone.

By scrapping the $100,000 requirement, the asset allocation tool becomes accessible to all of the firm's clients.

Its premium offering will switch from an asset-based fee to a $30 monthly subscription.

The question may not be if tech giants will become a force in wealth management — but what can possibly stop them?

The New York-based firm has secured over $62 million in equity funding since its founding in 2014.

While a broad-market stock ETF generates fees of as little as 20 cents for every $1,000 invested, AI products range from $1.80 to $8.

The increased scrutiny focuses on the algorithms at the heart of automated investment decisions.

An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.

With help from automated investing platform Motif, five new funds aimed at innovative fields have launched.

Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.

Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.

In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.

Social Finance, the online services provider specializing in student loan refinancing, has taken the first step toward offering zero-fee ETFs.

The hybrid digital advice firm is expanding its marketing department in an attempt to outpace its competitors.

The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.