Hardware and software

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.

Software from Liquidnet is designed to avoid curbs on dark pools in Europe.

Quietly, Invesco's robo advisor has scored IBD and brokerage clients.

The company spent $77 million on technology last year, but difficult changes lie ahead.

Personal Advisor Services closes in on the $100 billion AUM mark.

The IBD spent $77 million on technology upgrades in 2016.

Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.

July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.

Riskalyze CEO Aaron Klein says among tech giants, Jeff Bezos has the retail distribution to disrupt wealth management.

Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.