Automated investing

The robo adviser says a new free service for clients is attracting interest beyond Silicon Valley.

Even among the wealthy, a growing number of clients want more digital engagement, says CEO James Gorman.

Nearly half of U.S. clients would switch to tech giants for advisory services, according to a new study.

Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.

Advisers will create strategies and communicate the advice. Software will handle the execution and maintenance of the strategies.

The expansion of hybrid platforms and bank digital advice promises big changes and fierce competition in automated wealth management.

Women need help in investing, and new niche robo advisers are providing a means to achieving financial confidence.

A new hybrid robo from Schwab touches off debate about the level of advice delivered by phone and changes in the profession brought by digitization.

Advisers using the custodian's institutional robo platform say they have found ways to make it benefit their practice and helped them rethink the services they offer.

Advisers aren't being eliminated. But they should understand the trends transforming the industry.