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RIAs using digital platforms will face scrutiny about disclosure and client communications.
June 14
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In a fiduciary world, well-designed digital advice will outperform humans, argues a UPenn legal expert.
June 7
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"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.
May 31
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Executives think algorithmic assistants will be a better solution for wealthy clients than mere software allocating assets for the masses.
May 31
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Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.
May 31
Jefferson National -
The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.
May 25
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The robo advice firm says it already has a number of customers with more than $10 million each.
May 24
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"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.
May 17
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Banks have warmed up to digital wealth management tools but will need to use their human advisers, too, to beat fintechs.
May 12
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The digital platform was intended for use by all of the firm's wealth advisers.
May 10
