Hardware and software

Looking to reach out to more potential clients, adviser Dave Grant tests two new platforms: Snappy Kraken and Twenty Over Ten

One of the bank's new offerings is aimed at clients with balances between $50,000 and $199,999.

Fragmented programs can squash productivity and firm growth.

The surprise U.S. election didn't affect robo platforms the way the U.K. vote did earlier this year, but explanations vary.

Although a partisan battle over internet access predated Trump’s candidacy, he provided a key boost to the issue, setting a stage for a larger fight still to come.

The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.

As digital wealth management proliferates, firms are expected to challenge each other in more pointed, head-on comparisons of their services.

How the firm is investing in new ways for advisers to conduct all their business digitally.

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

The firm's digital advice service, to be piloted in early 2017, is a bid to give RIAs unprecedented scale.

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."

Changing the business model for younger clients starts with innovative technology and digital solutions combined with holistic, unbiased, guided advice.

Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.

Putting a disaster plan into effect to protect a practice and a home in Florida.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Female-focused wealth management platforms can plug into a shift in attitudes and politics, analysts say.

Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.

"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"

When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.