Automated investing

Chief executive Jay Shah says a public offering will happen, "when the time is right."

Jay Shah says digital platforms will be judged on the quality of advisors they keep.

There is an uphill slog for independents as the largest firms gear up for a price war on three fronts: financial advice, online trading and ETFs.

Advisors are offered new automated tools to help clients manage a life after work.

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

Clients will flock to digital advice, but conditions favor incumbent firms, a study found.

When measured against a standard of care for best interest advice, digital wealth managers fall short, attorney Melanie Fein argues.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

Life after work is much more complicated now than the industry assumes it to be, says former HelloWallet founder Matt Fellowes.

These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.

An offering that can grow with a client, Ally Invest's president says, will stand out in the digital advice field.

The new offering has been rolled out to roughly half of the 2.65 million households the bank serves, with the remainder to come on board by the end of September.

As they contemplate AI and conversational computers, how do planners intend to stay ahead?

Ellevest's newest round of funding defies industry expectations about digital advice's viability.

The top independents all state going public is a goal, but there are doubts about broad market support.

The technology underpinning Alexa can automate meetings, update clients and even deliver advice.

Quietly, Invesco's robo advisor has scored IBD and brokerage clients.

Personal Advisor Services closes in on the $100 billion AUM mark.