Hardware and software

With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.

Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."

Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.

Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.

Planners will have control over the service, which will not be available directly to clients, according to the firm.

Too much growth has led to a slowdown in business efficiencies. Smart firms need to fix their operating models.

Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.

Nearly half of U.S. clients would switch to tech giants for advisory services, according to a new study.

That's just one solution among several that will help prepare your firm for success now and in the future, columnist Bob Veres says.

Advisers will create strategies and communicate the advice. Software will handle the execution and maintenance of the strategies.

High-value targets include client names and account numbers. Protecting the information can also protect an advisory practice from regulatory penalties.

The expansion of hybrid platforms and bank digital advice promises big changes and fierce competition in automated wealth management.

Proprietary software allows one Bay Area firm to offer homebuyers loans and advice.

These programs can help advisers cut through the confusion to help clients.

A new hybrid robo from Schwab touches off debate about the level of advice delivered by phone and changes in the profession brought by digitization.

Advisers using the custodian's institutional robo platform say they have found ways to make it benefit their practice and helped them rethink the services they offer.

Advisers aren't being eliminated. But they should understand the trends transforming the industry.

From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.