Automated investing

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.

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.