Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.

The robo advisor is also pursuing more banking business.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

Advisors say they have concerns about an upcoming recession, according to a new survey.

Advisors will be able to offer “different types of lending,” CEO Walt Bettinger tells planners at the company’s Impact conference.

Independent investment platforms are projected to lose market share to larger entrants, according to industry data.

An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.

With 20- and 30-somethings just beginning to build financial wealth, banks must orient their business to meet the needs of these consumers.

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.