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.

The second wirehouse deal for the digital advice startup comes after announcing a blockbuster partnership with UBS.

One of the bank's new offerings is aimed at clients with balances between $50,000 and $199,999.

The legal heads of both firms challenge arguments made against the ability of robo advisers to serve their clients.

The commission will examine how digital advice platforms uphold fiduciary responsibilities and safeguard client data.

The surprise U.S. election didn't affect robo platforms the way the U.K. vote did earlier this year, but explanations vary.

Digital platforms have to overcome two key challenges to ensure they survive, according to the CEO of Orion Advisor Services.

The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.

Digital tools can supplement human advisors with ongoing counsel while the latter can also take over when an investor needs reassurance.

Adam Nash will be replaced by Andy Rachleff, who once served as chief executive of the firm, and will now be tasked with leading it during a period of fierce competition.

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.