Automated investing

Morningstar’s head of behavioral science, Stephen Wendel, discusses the frontiers that tech is opening for advisers at SourceMedia's In|Vest conference.

A firm's approach will have "a material impact on an adviser's service delivery, technology spend, business model and, last but not least, brand," an analyst says.

The IBD's top technologist's question for firms seeking upgrades: Are you sure you understand how you want to go to market?

In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.

Adding new technology is more likely to be chosen as one of the most important factors to enhance profitability.

Insurers including Northwestern Mutual are seeking to gain more capabilities through technology platforms.

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.

Automated advice can provide efficiency, but it is not going to be for every adviser, says LPL's chief information officer, Victor Fetter.

The bank is rolling out a new digital advice offering that pairs robo technology with financial advisers, most of whom have the CFP designation.

Industry insiders say wealth management is going through its biggest upheaval in decades.