Portfolios will be selected based on machine learning and natural-language processing.

Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.

The bank’s asset management unit has approached ETF Securities and Global X in an effort to expand its lineup.

Broker-dealers and financial advisors pay a steep penalty for failing to keep up with digital trends.

The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.

Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.

A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.