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.