Automated investing

Most of the barriers protecting wealth management from tech competitors have been chipped away, executives say.

The robo advisor adds a longstanding tax strategy to its offerings.

The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.

The Silicon Valley-based digital advisor is taking pages from the playbook of traditional wealth management firms.

Apex Clearing’s new partner says it’s growing by $50 million to $100 million in assets each month.

Automated platforms may have steered investors to buy rather than sell in the market panic.

Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.

Custodian Trust Company of America helps RIAs create their own automated offerings.

The asset management giant is staking a big claim on the advisor desktop, according to one analyst.

Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.

Chief executive Jay Shah says a public offering will happen, "when the time is right."

Jay Shah says digital platforms will be judged on the quality of advisors they keep.

There is an uphill slog for independents as the largest firms gear up for a price war on three fronts: financial advice, online trading and ETFs.

Advisors are offered new automated tools to help clients manage a life after work.

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

Clients will flock to digital advice, but conditions favor incumbent firms, a study found.

When measured against a standard of care for best interest advice, digital wealth managers fall short, attorney Melanie Fein argues.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.