Automated investing

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.