Automated investing

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

The potential move would follow Vanguard's pilot run of a new digital-only platform tailored to retail clients.

The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.

The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.

The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.

Unexciting and less-filling, financial planning technology allows “craft” advisors to keep moving up the value chain.

To attract clients, digital-first advice firms are borrowing tactics from incumbents and putting a spin on traditional industry offerings.

In addition to launching an automated investing app, the bank created a dedicated advisor unit to provide personal service to customers when they need it.

Tech is making it easier for advisors to break away, but navigating the complex vendor landscape can be challenging, says the firm's director of RIA practice management.