Automated investing

The firm's digital advice service, to be piloted in early 2017, is a bid to give RIAs unprecedented scale.

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."

Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.

Female-focused wealth management platforms can plug into a shift in attitudes and politics, analysts say.

Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.

"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"

Massachusetts’ securities regulator tells the robo adviser to change its client communications policy by the end of September.

On-demand, highly specialized and competitively priced: If it works for car sharing, why not for financial services?

An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.