Hardware and software

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.

Derek Burke discussed the Advisor Group firm’s upcoming digital offering and his top priorities.

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

There are several steps advisors can take to ensure their practices benefit from technology investments.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.

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

"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.

The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.

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.

Life after work is much more complicated now than the industry assumes it to be, says former HelloWallet founder Matt Fellowes.

These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.

An offering that can grow with a client, Ally Invest's president says, will stand out in the digital advice field.

As they contemplate AI and conversational computers, how do planners intend to stay ahead?

Fintech entrepreneurs with a common mission: to help planners, not disrupt them.

The nation’s largest broker-dealer must convince thousands of NPH advisors to make the transition.

The technology underpinning Alexa can automate meetings, update clients and even deliver advice.

Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.