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.

Some advisers expressed concern about the custodian now competing for the same clients they were courting with the institutional version of Schwab's robo.

Though popular, the low cost model in digital advice is unsustainable, analysts maintain.

Learn the key characteristics for the type of investors that find robo advice appealing.

The broker-dealer's digital offering will be priced "on the lower end of the spectrum," according to top company executives.

Blucora's deal with Legg Mason's Financial Guard shows a way for robo advice providers to stand out in a crowded market.

Robo advisers may have found the answer to a lingering problem for the financial industry: serving the mass-affluent in a profitable way.

In the future, the wealth management client may look different than what you'd expect.

Automation tech wants to take financial sector jobs and do them for free. In the long run, that hurts the economy.

The Silicon Valley-based firm now counts over $500 billion in assets on its platform and more than 200 clients, ranging from banks to family offices.

"Advisers cannot just sell an all-Vanguard portfolio and hope to afford their fee," says Jonathan Steinberg, WisdomTree's CEO.