Robo advisors

Technology has transformed the industry, but personal relationships are still crucial.

Investing fees have fallen for the past few years and there may be no end in sight.

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.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

Investors would be required to sell the shares they purchase first, which often is the lot that has the most gains and thus generates the bigger tax hit.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

The industry can learn a lot from how Amazon keeps customers engaged, says Broadridge's Salvatore Sodano.

The firm will now directly link to Acorns, following its roughly $30 million investment in the microinvesting app.

Most of the barriers protecting wealth management from tech competitors have been chipped away, executives say.

Like lagging retail giants, wealth management firms risk ruin by failing to recognize changing customer expectations or by squandering the opportunity to evolve their business model.

The robo advisor adds a longstanding tax strategy to its offerings.